Highlights
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. Responsibilities: Answer incoming calls from shareholders, brokers and institutional clients for the various clients that CPU supports.
Numbers & Facts
| Location | Mesa, AZ |
| Industry | Management Consulting Services |
| Salary | $14.50–$17.50 Per Hour |
| Company Size | 2,000 to 2,499 employees |
| Year Founded | 2000 |
| Website | https://www.iconma.com/ |
Description
Our client, a IT Services and Consulting company, is looking for a Call Center Agent (CSR) for their Mesa, AZ/Remote location.
Responsibilities:
Requirements:
Why Should You Apply?
Responsibilities:
- Answer incoming calls from shareholders, brokers and institutional clients for the various clients that CPU supports.
- Provide superior customer service to all clientele (both internal and external).
- A job holder in this position will also be responsible for doing necessary research regarding account problems and make outbound calls as necessary.
- The ability to meet individual caller needs while contributing to overall service standards is critical.
- 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 transactions 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
- 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.
- Ability to work accurately under pressure.
- Good Team Player.
- Strong Sense of Urgency.
- Bachelor's degree or equivalent experience
- 1-5 years of experience in a call center in a customer service environment ideally in a Financial Services industry
- 2.00 Years of Experience
Why Should You Apply?
- Health Benefits
- Referral Program
- Excellent growth and advancement opportunities
Benefits
401K, Employee Referral Program, Life Insurance
About Company
ICONMA is a global information consulting management firm providing Professional Staffing Services and Project-Based Solutions for organizations in a broad range of industries.
- Corporate Headquarters in Troy, Michigan; 20+ locations worldwide.
- Certified Woman-Owned Business Enterprise (WBE); certified by Women’s Business Enterprise National Council, National Women Business Owners Corporation (NWBOC); and California Public Utilities Commission (CPUC).
- Founded in 2000
- 2000+ Employees
The company was founded on the principle that success is derived from delivering high quality service and resources in the most responsive, flexible, and innovative way. ICONMA invests in people and resources with a single goal: To provide our customers with the highest quality service in the most responsive manner. Through its network of offices, ICONMA provides the resources to help clients maintain their competitive advantage.