Shareholder Support Specialist

TechDigital Group; Mesa (AR); On-site; USD 35,000 - 50,000; Full time

Job summary

TechDigital Group is seeking a Call Center Agent (CSR) to answer inbound calls from shareholders, brokers and institutional clients, delivering superior service and resolving account issues with accuracy and professionalism.

The role requires meeting call schedules, completing training, and maintaining knowledge of CPU policies and securities products. Strong English, typing skills, MS Office proficiency, and teamwork are essential.

Qualifications

• Bachelor's degree or equivalent experience.
• Strong English (verbal and written) required.
• 1-5 years in a call center in financial services preferred.
• Proficient in MS Office (PowerPoint, Excel, Word).

Responsibilities

• Answer inbound calls from shareholders, brokers and institutional clients.
• Provide accurate, professional responses and assist with account issues.
• Verify accounts and follow procedures.
• Make outbound follow-up calls to shareholders.
• Escalate issues when necessary.
• Maintain shareholder accounts on required systems.
• Keep management informed of client feedback.
• Complete ongoing training to maintain competency in financial markets.

Skills

Verbal & written English

Call center experience

Typing skills

MS Office

Problem solving

Customer focus

Team player

Urgency

Education

Bachelor's degree or equivalent experience

Tools

MS Office

Job description

TechDigital Group is seeking a Call Center Agent (CSR) to answer inbound calls from shareholders, brokers and institutional clients, delivering superior service and resolving account issues with accuracy and professionalism.

The role requires meeting call schedules, completing training, and maintaining knowledge of CPU policies and securities products. Strong English, typing skills, MS Office proficiency, and teamwork are essential.