Call Center Agent (CSR)
Omni Inclusive
Shareholder Service Representative
Answer incoming calls from shareholders, brokers and institutional clients for the various clients that CPU supports. Provide superior customer service to all clientele (both internal and external). A job holder in this position will also be responsible to perform necessary research regarding account problems and make outbound calls as necessary. The ability to meet individual caller needs while contributing to overall service standards is critical.
Job Duties:
- 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.
MUST HAVE SKILLS:
- Strong Verbal and Written English
- Very good keyboard skills Formal Training in Typing would be an added advantage.
- Conversant using MS Office PowerPoint, Excel and MS Word.
- Strong problem solving and analytical skills
- Customer Centric.
- Ability to work accurately under pressure.
- Good Team Player.
- Strong Sense of Urgency.
Additional Information:
- Bachelor's degree or equivalent experience
- 1-5 years of experience in a call center in a customer service environment ideally in a Financial Services industry
Vacancy posted 11 hours ago
Similar jobs that could be interesting for youBased on the Call Center Agent (CSR) in Mesa, AZ vacancy
- ...Call Center Agent (CSR) 15 Openings Location: Remote (must be local to Mesa, AZ) Training Onsite, then Remote Schedule (post-training, EST): MonFri 8am8pm, Sat 9am5:30pm Join our client's Call Center team supporting shareholders, brokers, and institutional clients...SuggestedLocal areaRemote work
$64.55k - $84.31k
.... This recruitment will be used to fill vacancies in the 911 Call-Taker, Police Dispatching, and Fire Dispatching assignments.... ...Fire Dispatching assignment works in the Mesa Regional Dispatch Center (MRDC) which is responsible for multi-agency dispatching and a valley...SuggestedFull timeWork at officeLocal areaShift workNight shiftRotating shiftCity of Mesa, AZ
Mesa, AZ3 days ago$23.5 per hour
...Call Center Agent Cognizant is a large IT Consulting firm that leverages modern technologies to transform a variety of business operations. We are looking to hire a team of Call Center Agents for a new project in Mesa, AZ. Our front-line Call Center Agents handle calls...SuggestedHourly payTemporary workLocal areaFlexible hoursShift work- Celerion Holdings, Inc. seeks a bilingual Study Participant Call Center Representative in Tempe, AZ. This full-time role involves answering calls about Phase 1 clinical trials, screening callers for eligibility, and scheduling appointments. Candidates must be fluent in...SuggestedFull time
$790 per week
...you. All you need: a phone, tablet, or computer with a camera and an internet connection. No tech skills beyond email and video calls. Why Maxion Research: genuine paid studies with real companies — not a sales pitch or a "get rich" scheme. Your information...SuggestedRemote workMaxion Research
Gilbert, AZ3 days ago- ...in Payson, Sun City, Queen Creek and Casa Grande to both 9-1-1 calls and facility-to-facility transfers. Shifts available include:... ...proficiency with Incident Command Systems, Emergency Operations Centers, Multiple Casualty Incidents, aircraft incident, Hazmat and Disaster...Work at officeShift work
$124.5k - $165k
DescriptionThe Opportunity: The Senior Health Consultant is integral to supporting the delivery of a broad and diverse range of group health benefits consulting services to our clients. This role offers visibility, client interaction, and the opportunity to learn about ...Work experience placementWork at office- ...Representative, you will work in an inbound contact center providing exceptional service to our... ...regarding their banking accounts. CSR's must handle all scenarios within the bank... ...their questions and inquiries at point of call Deliver quality service by providing effective...Work at officeShift work
WorkPath Partners
Chandler, AZ2 days ago - ...Representative Position Our customer service representative, or CSR, will act as a connection, providing product/services information... ...customer satisfaction. Responsibilities Handle high amounts of incoming calls Produce sales leads Identify and evaluate customers' needs to...Remote work
Twelve31
Mesa, AZ1 day ago $17 - $19 per hour
...Job Description Job Description Overview Our Customer Service Reps, or CSR’s, work from our in-office call center delivering stellar customer service while handling inbound & outbound customer calls to schedule HVAC, Plumbing, & Water Treatment maintenance & service...Hourly payTemporary workWork at officeCollins Comfort Masters
Tempe, AZ13 days ago- ...Description Job Description Client Service Representative (CSR) JOB TITLE: Client Service Representative (CSR) REPORTS TO... ...departments/staff. Manage a high volume of incoming and outgoing calls on a multi-line phone system. Send and receive electronic...Full timePart time
Desert Veterinary Medical Specialists PLLC
Gilbert, AZ4 days ago - ...seeking a positive, friendly, organized, and compassionate individual to join our team as a Veterinary Client Service Representative (CSR)! The candidate that we are seeking aligns with our core values and the vision of our practice: Honesty, Integrity, Compassion,...Full timeWork at officeImmediate startFlexible hours
Prestige Animal Clinic
Gilbert, AZ12 days ago - ...Job Description Job Description Description: As a Customer Service Representative (CSR), your job is to make sure our guests have a great time from start to finish. You'll run a cash register, clean, grab bowling shoes, fetch prizes, and handle other tasks to keep...Shift workNight shiftWeekend work
FatCats
Gilbert, AZ13 days ago $1,800 - $4,500 per week
A logistics company is seeking a Freight Dispatcher (Independent Contractor) to work remotely from the U.S. This performance-based role offers commission-based earnings ranging from $1,800 to $4,500+ weekly, depending on efficiency and negotiation skills. Ideal candidates...For contractorsRemote workAmerican Logistics Authority
Chandler, AZ21 hours ago- Home Service Dispatcher Are you the kind of person who actually likes solving puzzles? When five things are happening at once, do you naturally start figuring out what needs to happen first, what can wait, and how to make all the pieces fit? Do you notice details...
Ez Flow Plumbing, Llc
Chandler, AZ3 days ago $58.48k - $72.86k
...through a structured on-the-job training program tailored to each individual's experience, or lack of, in the areas of answering 911 calls and dispatching police services. Incumbents are trained according to Mesa Police Department policies and operating procedures....Full timeTraineeshipGovernmentJobs.com
Mesa, AZ1 day ago$17 - $18.5 per hour
...CSR - Customer Service Agent - Remote After Training As a Call Center Agent (CSR) you will answer incoming calls from shareholders, brokers and institutional clients for the various clients that CPU supports you will make an impact by providing superior customer service...Hourly payTemporary workLocal areaRemote work$17 - $20 per hour
...Job Title: Call Center Representative Location: Phoenix, AZ Company: Optum Home Solutions About Us: Optum Home Solutions is a rapidly growing brand in the acrylic bath remodeling industry, offering custom bath remodeling services that are attractive, durable, and maintenance...Hourly payFull timeLuxury Bath Technologies Corporate
Tempe, AZ1 day ago- ...Position: Onsite Call Center Representative (Future Opportunity) The Onsite Call Center Representative is the first Monogram Health voice the patient meets. The Onsite Call Center Representative is responsible for reaching out to patients over the phone to begin the process...Monday to FridayFlexible hoursWeekend work
Monogram Health
Tempe, AZ3 days ago $1,000 per month
...cooperation. Primary Function The Performing Loan Consultant is responsible for providing excellent customer service in a fast-paced call center. The Performing Loan Consultant will handle inbound customer service related calls, as well as, contact homeowners across the...Work at officeRemote workAll shiftsNewRez LLC
Tempe, AZ2 days ago- ...Call Center Representative (Remote) US CITIZENS ONLY Mesa, AZ, United States Or refer someone Job Openings Call Center Representative (Remote) US CITIZENS ONLY About the Job Call Center Representative (Remote) US CITIZENS ONLY Responsibilities Respond to high volume inbound...Remote work
Perun HR
Mesa, AZ4 days ago - Window Dispatch Knowledge and Experience: Minimum of 2 years Window Dispatch experience in a transit/transportation environment required Transit environment experience preferred Must have valid AZ CDL Class B w/passenger endorsement Ability to effectively...Work at officeLocal areaImmediate startVisa sponsorship
- ...Lead Customer Service Representative The Lead Customer Service Representative (Lead CSR) serves as a senior team member on the convenience store front-line team. While this role does not have formal supervisory responsibilities, it acts as a go-to resource for fellow...Local areaFlexible hoursAfternoon shift
- Commercial Dispatcher Our mission is to make communities SHINE! Our team provides excellent service to our clients, all while nurturing communities, acting with integrity, and hustling to get the job done. We are seeking a Commercial Dispatcher to support our Commercial...Contract workFor subcontractorWork at office
$58k - $69k
Saturn Wealth , based in Gilbert, AZ, is a full service, independent financial planning firm that specializes in creating comprehensive retirement plans for those approaching or currently in retirement. Our mission is to provide individuals and families with objective and...Temporary workWork at officeMonday to Friday- LocalWork is a fast-growing hiring automation software built for small businesses. Our platform helps employers post jobs, attract qualified candidates, and streamline their hiring process - without the complexity or cost of enterprise tools. We are committed to empowering...Full timeWork at officeImmediate startTrial period
LocalWork
Chandler, AZ3 days ago $16.5 - $22 per hour
...related exceptions. Handles correspondence to patients (inbound calls, chats, emails) and makes outbound calls to prescribers and patients... ...one year of pharmacy technician experience in a retail or call center environment. At least 18 months experience as a pharmacy...Hourly payWalgreens
Chandler, AZ2 days ago- Job Description Job Description At ProTeX our goal is to build professionals that will help us build our business. Maybe that is you, maybe not. This doesn’t come from a cookie cutter approach that filters candidates through an exact checkbox. We have jobs that require...Full timeWork at office
Protex The PT Xperts, LLC
Tempe, AZ18 days ago $21 per hour
...accurate responses to their questions and inquiries at point of call Deliver quality service by providing effective and efficient... ...Diploma or GED Experience requirements: ~2+ years of call center/contract center experience ~ Ability to work effectively in a...Hourly payContract workTemporary workLocal areaShift workAdecco
Chandler, AZ13 days ago- About the job Senior Health Benefits Consultant Experience level: Mid-senior Experience required: 10 Job function: Human Resources Total position: 1 Relocation assistance: No Description The Opportunity: The Senior Health Consultant is integral to supporting the delivery...Work experience placementWork at officeRelocation package
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Call Center Agent (CSR). Be the first to apply!
Related searches
- healthcare call center representative Mesa, AZ
- pharmacy call center representative Mesa, AZ
- call center agent Mesa, AZ
- call agent Mesa, AZ
- call center operator Mesa, AZ
- call center support Mesa, AZ
- call center pharmacy technician Mesa, AZ
- work at home virtual call center Mesa, AZ
- work at home call center Mesa, AZ
- call center rn Mesa, AZ