Call Center Agent (CSR)

Hybrid in Mesa, AZ, US • Posted 5 hours ago • Updated 5 hours ago
Contract W2
Contract Corp To Corp
12 Months
No Travel Required
Hybrid
Depends on Experience
Fitment

Dice Job Match Score™

🔢 Crunching numbers...

Job Details

Skills

  • Call Center
  • account verification procedures
  • financial services
  • customer service

Summary

Call Center Agent (CSR) — 15 Openings

Location: Remote (must be local to Mesa, AZ) — Training Onsite, then Remote
Schedule (post-training, EST): Mon–Fri 8am–8pm, Sat 9am–5:30pm

Join our client's Call Center team supporting shareholders, brokers, and institutional clients! Great opportunity for someone with strong customer service skills looking to grow in the financial services space.

Job Duties:

  • Answer inbound calls from shareholders and prospective shareholders with accuracy and professionalism
  • Ensure account verification procedures are followed
  • Respond to account/procedural inquiries — balances, closing prices, portfolio performance, quotes
  • Actively listen, probe for needs, and resolve client issues
  • Maintain shareholder accounts on internal systems
  • Escalate issues when necessary and keep management informed of client feedback
  • Make outbound follow-up calls as needed
  • Complete ongoing training to stay current on financial markets and instruments

Must-Have Skills:

  • Strong verbal and written English
  • Strong keyboard/typing skills (formal training a plus)
  • Proficient in MS Office (Word, Excel, PowerPoint)
  • Strong problem-solving and analytical skills
  • Customer-centric mindset
  • Ability to work accurately under pressure
  • Strong team player with a sense of urgency

Additional Requirements:

  • Bachelor's degree or equivalent experience
  • 1-5 years of call center/customer service experience, ideally in Financial Services

eye

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
  • Dice Id: 10204540
  • Position Id: 86620-2308-1788451049
  • Posted 5 hours ago
Create job alert
Set job alertNever miss an opportunity! Create an alert based on the job you applied for.

Similar Jobs

Mesa, Arizona

Today

Easy Apply

Third Party, Contract

Depends on Experience

Remote or Tempe, Arizona

Today

Easy Apply

Full-time

Full benefits package available including medical, dental, vision, HSA, 401(k) with immediate eligibility, life and disability insurance, EAP, and more

Remote or Tempe, Arizona

Yesterday

Easy Apply

Full-time

Full benefits package available including medical, dental, vision, HSA, 401(k) with immediate eligibility, life and disability insurance, EAP, and more

Remote

Today

Easy Apply

Third Party, Contract

$17 - $17

Search all similar jobs