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- Performs research during and after calls as needed to resolve problems and inquiries.
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- Document call notes ensuring key data is accurately captured in system.
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- Overtime hours may be required based on business needs with advance notice.
- This is a fast-paced call center environment requiring the ability to multi-task and work collaboratively.
- High School diploma or equivalent.
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Customer Service Associate - Indiana, United States - Equiniti
Description
Management Level
IEQ's Transfer Agency (TA) is an industry leading stock transfer record-keeping provider covering equity investment vehicles, including corporate equity compensation, corporate actions, initial public offerings, associated stock issuances and sub-accounting record-keeping arrangements. EQ is uniquely positioned among the US shareholder record-keeping provider community as a technology and service leader with a 95% client satisfaction rating and 93% shareowner satisfaction rating.
Summary
The Call Center Representative is a vital member of our Customer Care team, responsible for taking incoming phone inquiries and providing assistance to shareholders in a timely, efficient, and professional manner.
In this role, you will be interacting on the phone 100 % of the time with shareowners, their representatives, and the investment community supporting activities against share positions held at EQ by Equiniti. The nature of inquires received range from simple to complex and pertain to assisting shareowners and other callers with account related service.
Baseline knowledge of the Financial Services industry would be helpful, but not necessary – if you have strong communication skills, excellent phone etiquette, and both a desire and capacity to learn more about the world of financial services, we can prepare you
Essential Functions/Responsibilities
Workplace Culture and Environment
Preferred
Compensation: Up to $17.00/hourly
Equal Opportunity Statement
We are an equal opportunity employer and make employment decisions without regard to race, creed, religion, national origin, sex (including pregnancy, gender identity, and sexual orientation), parental status, marital status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, status with regard to public assistance, or any other characteristic protected under federal, state, or applicable local law.