Call Center Representative — Shareholder Services

Job overview

The Call Center Representative — Shareholder Services role is remote after an initial onsite training period of one to five days; the listing location is Mesa, AZ. Pay is $17.50 per hour on W-2. The role supports CPU’s clients and their shareholders, brokers, and institutional clients. The representative handles inbound inquiries, researches account issues, and makes follow-up calls when needed. By verifying accounts, maintaining shareholder records, and explaining account and procedural information, the role helps meet client needs and service standards.

What you'll do

• Answer scheduled inbound calls from shareholders and prospective shareholders
• respond accurately and professionally to telephone inquiries
• follow account verification and call-handling procedures
• provide account and procedural information including balances, closing prices, portfolio performance, and quotes
• identify client needs and resolve issues
• maintain shareholder accounts
• escalate issues when necessary
• inform management of client feedback
• make outbound follow-up calls
• maintain knowledge of supported products, systems, policies, and procedures
• complete ongoing training on financial markets and instruments.

What we're looking for

Skills & competencies

remote

mesa az

diverse lynx

call center representative

shareholder services

inbound calls

outbound follow-up

account verification

customer service

financial services

ms office

$17.50/hr

onsite training

1–5 years call center experience

Work arrangement

• Weekend coverage required

Why this role

One to five days of onsite training followed by fully remote work; $17.50 per hour on W-2.

About the employer

Diverse Lynx is hiring for this role. Industry: Telemarketing Bureaus and Other Contact Centers. Sector: 56.