Call Center Agent (CSR)
Apolis
Dice Job Match Score™
🔢 Crunching numbers...
Job Details
Skills
Summary
Call Center Agent (CSR)
Location: Mesa, AZ (Local Candidates Only) - Remote
Work Arrangement: Remote after initial onsite training
Experience: 2 Years (1–5 Years Required)
Training: Onsite for 4–8 Weeks
Positions Available: 10
Job Summary
We are seeking customer-focused Call Center Agents (Customer Service Representatives) to handle incoming calls from shareholders, brokers, and institutional clients. The ideal candidates will have strong communication skills, excellent problem-solving abilities, and experience providing customer support in a call center environment, preferably within financial services.
The role involves responding to account inquiries, researching and resolving customer issues, maintaining shareholder accounts, and making outbound follow-up calls when required.
Key Responsibilities
-
Handle inbound calls from shareholders, prospective shareholders, brokers, and institutional clients.
-
Respond promptly and professionally to customer inquiries while ensuring accuracy and customer satisfaction.
-
Follow established account verification procedures and call-handling guidelines.
-
Provide account and procedural information, including balances, closing prices, portfolio performance, and stock quotes.
-
Listen actively and identify customer needs through effective questioning.
-
Research account-related issues and resolve customer concerns efficiently.
-
Maintain and update shareholder accounts in the appropriate systems.
-
Escalate complex or unresolved issues to the appropriate teams.
-
Make outbound follow-up calls to address issues that cannot be resolved during the initial interaction.
-
Maintain knowledge of stock transfer products, services, systems, and client-specific procedures.
-
Adhere to scheduled working hours and established call center performance standards.
-
Keep management informed of customer feedback and recurring issues.
-
Complete ongoing training to maintain knowledge of financial markets, financial instruments, and supported client products.
Required Skills and Qualifications
-
1–5 years of experience in a call center or customer service environment; financial services experience is preferred.
-
Strong verbal and written English communication skills.
-
Excellent customer service and client relationship management skills.
-
Good keyboarding and data-entry skills; formal typing training is an advantage.
-
Proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint.
-
Strong analytical, problem-solving, and research skills.
-
Ability to work accurately under pressure and manage customer inquiries efficiently.
-
Strong attention to detail and a sense of urgency.
-
Ability to work effectively as part of a team.
-
Customer-centric approach with a professional and courteous telephone manner.
-
Bachelor's degree or equivalent practical experience.
Work Schedule and Training
-
Initial Training: Onsite in Mesa, Arizona, for 4–8 weeks.
-
After Training: Remote work arrangement.
-
Monday–Friday: Shifts scheduled within 8:00 AM–8:00 PM Eastern Time.
-
Saturday: Shifts scheduled within 9:00 AM–5:30 PM Eastern Time.
-
Candidates must be local to Mesa, AZ, and able to attend onsite training.
- Dice Id: 10106862
- Position Id: 26-10517
- Posted 11 hours ago
Company Info
About Apolis
Founded 1996, RJT Compuquest, Inc. is an ERP and IT consulting services provider focused on providing innovative and successful business solutions. We are capable of working across all technology platforms, operating systems and infrastructures. RJT has experience in performing implementations, technical and functional upgrades, optimization projects, and full service staffing.
RJT consultants have real world experience across a broad spectrum of industries and can apply that knowledge to best face your business needs. Our recruiting process selects only the most highly qualified individuals for your project. If we cannot find the best consultant for your project, then we have a large pool of third-party consultants that we recruit from to ensure your business needs are met.
Our consultants have up to twenty years of business experience and an average of more than six years of IT and ERP experience. This means that the project team not only understands how systems work, they also understand how the technology impacts the business processes of organizations. We believe that the success of an engagement is determined by strong project management, as well as clear communication and mutual commitment working collaboratively. Our methodology begins with listening to the customer about their needs, then working with their team to gain a clear understanding of the requirements, while providing a knowledge transfer of best practices for the organization. The RJT team is committed to this goal.
When you leverage our exceptional recruiting and management capabilities and unparalleled client service skills, you take the most important step toward accomplishing your business goals. As a trusted advisor to companies of all sizes, we make it our business to become a specialized, physical extension of your team. We listen to your goals, assess your needs, and then take the steps necessary to achieve your objectives. Built on long-term, trusted client and employee relationships, RJT strives to consistently and efficiently plan, execute and deliver high quality services and results.
