Customer Service Representative

Hiring: Call Center Agent (CSR) – ContractLocation: Remote – Candidates must be local to Mesa, AZTraining: Onsite in Mesa, AZ ? Remote after trainingJob Type: ContractSchedule: EST Call Center Hours• Monday–Friday: 8:00 AM–8:00 PM EST• Saturday: 9:00 AM–5:30 PM EST?? About the RoleWe are looking for a Call Center Agent (CSR) to provide exceptional customer service to shareholders, brokers, and institutional clients. The ideal candidate will have strong communication skills, excellent attention to detail, and the ability to research and resolve account-related issues in a fast-paced environment.?? Key Responsibilities• Handle inbound calls and provide professional customer service• Assist with account balances, closing prices, portfolio performance, quotes, and account inquiries• Follow account verification and security procedures• Research and resolve customer/account issues• Make outbound follow-up calls when required• Maintain shareholder accounts and process transaction requests• Escalate complex issues appropriately• Maintain knowledge of financial products, systems, policies, and procedures• Complete ongoing training related to financial markets and instruments?? Must-Have Skills ? Strong verbal and written English communication ? Excellent customer service and interpersonal skills ? Strong typing/keyboarding skills ? Proficiency with MS Word, Excel & PowerPoint ? Strong problem-solving and analytical skills ? Ability to work accurately under pressure ? Customer-focused and team-oriented mindset ? Strong sense of urgency and attention to detail?? Qualifications• Bachelor's degree or equivalent experience1–5 years of call center/customer service experience• Financial Services industry experience is highly preferred• Must be local to Mesa, AZ for onsite training• Must be comfortable working EST-based hours, including SaturdaysImportant: Training will be conducted onsite in Mesa, AZ. After successful completion of training, the position will transition to remote workInterested? Please send your updated resume or reach out for more details.