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IL

Call Center Agent (CSR)

ICONMA, LLC
  • 🇺🇸 United States
  • On-site
  • 13 hours ago
  • $14.50 – $17.50 / hour
  • MS Office
  • PowerPoint
  • Excel
13 hours ago
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Our Client, an IT Services and Consultant company, is looking for a Call Center Agent (CSR) for their Mesa, AZ /Remote location.
 
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.
 
Requirements:
  • Strong Verbal and Written English
  • 1-5 years of experience in a call center in a customer service environment ideally in a Financial Services industry
  • 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.
  • Good Team Player.
  • Strong Sense of Urgency.
  • Additional Information:
  • Bachelor's degree or equivalent experience
  • Years of Experience:   2.00 Years of Experience
 
Why Should You Apply?
  • Health Benefits
  • Referral Program
  • Excellent growth and advancement opportunities

Call Center Agent (CSR) · ICONMA, LLC

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