Note: The job is a remote job and is open to candidates in USA. Hays is seeking a Customer Service Representative to support clients of CPU and its various clients. The role involves answering shareholder, broker, and institutional client inquiries, researching account issues, resolving problems, maintaining accounts, and completing ongoing training in financial markets and instruments.
Responsibilities
- Adhere to daily schedule by being available to take inbound calls as scheduled
- Answer inbound calls from shareholders and prospective shareholders - Promptly respond to clients' telephone inquiries and ensure that their needs are met with accuracy and professionalism
- Ensure account verification procedures are followed
- Adhere to CPU call handling requirements while interacting with customers
- Respond to specific account and procedural information requests including balances, closing prices, portfolio performance and quotes
- Listen actively and probe to determine client needs
- Actively resolve client issues
- Maintain shareholder accounts on the appropriate systems
- Escalate issues when necessary
- Keep management team informed of client feedback
- Make outbound follow-up calls to shareholders in response to issues which cannot be resolved point-of-call
- Maintain an understanding of the systems required to initiate shareholder transaction and maintenance requests
- Remain up to date regarding Stock Transfer products, services and systems
- Maintain working knowledge of client products that CPU supports
- Maintain working knowledge of CPU policies and procedures
- Complete extensive ongoing training to maintain competency in financial markets and instruments
Skills
- Strong Verbal and Written English
- Very good keyboard skills
- Conversant using MS Office – PowerPoint, Excel and MS Word
- Strong problem solving and analytical skills
- Customer Centric
- Formal Training in Typing would be an added advantage
Benefits
- Contract (W2 only)
- 100% onsite training for 4-6 weeks at 1130 N. Alma School Rd., Mesa, AZ
- Transitions to remote after training
- Occasional onsite meetings and training sessions are required for candidates in the Mesa/Phoenix area
- Extensive ongoing training to maintain competency in financial markets and instruments
Company Overview