Shareholder Services Specialist — Remote After Training

Cognizant; Mesa (AZ); Hybrid; USD 48,712,000 - 53,010,000; Full time

Benefits offered by this job

Medical/Dental/Vision/Life Insurance

Paid holidays plus Paid Time Off

401(k) plan and contributions

Long-term/Short-term Disability

Paid Parental Leave

Employee Stock Purchase Plan

Job summary

Cognizant is seeking a Shareholder Services Representative in Mesa, AZ to handle inbound and outbound calls from shareholders, brokers, and institutional clients. You will verify accounts, resolve issues, and provide accurate, courteous service while building knowledge of stock transfer products and internal policies.

The role starts with onsite training in Mesa, then transitions to remote work. Hours typically Monday–Friday with occasional Saturday shifts; hourly pay is $17.00–$18.50, plus

Qualifications

• 1–5 years of experience in a call center / customer service environment, ideally within financial services.
• Bachelor's degree or equivalent work experience and education.
• Strong verbal and written English communication skills.
• Solid keyboard/typing skills (formal typing training is a plus).
• Proficiency with MS Office (Word, Excel, PowerPoint).
• Strong problem‑solving and analytical skills.
• A customer‑first mindset.

Responsibilities

• Be available and adhere to your scheduled shift to handle inbound calls promptly.
• Answer inbound calls from shareholders and prospective shareholders, responding to inquiries with accuracy and professionalism.
• Follow account verification procedures on every call.
• Adhere to CPU call handling standards during all customer interactions.
• Respond to account and procedural questions, including balances, closing prices, portfolio performance, and quotes.
• Listen actively and ask the right questions to identify each client's needs.
• Take ownership of client issues and resolve them efficiently.
• Maintain accurate shareholder account records across relevant systems.
• Escalate complex issues to the appropriate team when needed.
• Keep management informed of client feedback and recurring themes.
• Make outbound follow‑up calls to shareholders when issues can't be resolved during the initial call.
• Build and maintain a working knowledge of the systems used for shareholder transactions and account maintenance.
• Stay current on Stock Transfer products, services, and systems.
• Maintain up-to-date knowledge of client products supported by CPU and internal policies and procedures.
• Participate in ongoing training to build and maintain expertise in financial markets and instruments.

Skills

Call center experience

English communication

Typing

Problem solving

Customer focus

Education

Bachelor's degree or equivalent

Tools

MS Office

Job description

Cognizant is seeking a Shareholder Services Representative in Mesa, AZ to handle inbound and outbound calls from shareholders, brokers, and institutional clients. You will verify accounts, resolve issues, and provide accurate, courteous service while building knowledge of stock transfer products and internal policies.

The role starts with onsite training in Mesa, then transitions to remote work. Hours typically Monday–Friday with occasional Saturday shifts; hourly pay is $17.00–$18.50, plus