Call Center Representative (Proxy Solicitation)
About The Position
Sodali & Co is a recognized global capital markets stakeholder advisory firm, serving over 2,000 clients in more than 65 countries. The Firm advises a diverse and global client base including many of the world’s largest companies. Formed by the mergers of several market-leading capital markets stakeholder engagement consultancies, Sodali is the largest global shareholder services firm in the world. The Firm operates out of three global headquarters in New York, London, and Sydney and is supported by 12 regional offices in major financial capitals around the world. Sodali provides a full suite of shareholder, sustainability, and strategic communications advisory services that, together, enable the Firm to deliver clients differentiated insights, integrated expertise, and bespoke advice to address complex interconnected issues, identify and capitalize on strategic opportunities, and drive successful business outcomes. Practice Group Summary Shareholder Advisory services include M&A Advisory, Activism Preparation and Defense, Board Governance Services, Corporate Governance Advisory, Proxy Solicitation, Capital Markets Intelligence, Global Debt and Bondholder Services, and Stakeholder Research. Sustainability services include ESG Assessment, Strategy & Implementation, and Communications Advisory. Strategic Communications services include Corporate Communications, Financial and Transaction Communications, Investor Relations, Public Affairs and Campaigns, Crisis and Special Situations, and Research. The Opportunity The Part-Time (28 hours per week) Call Center Representative plays a critical role in supporting shareholder engagement during proxy solicitation campaigns. This position is responsible for making and receiving calls with shareholders to solicit proxy votes, respond to inquiries, and provide clear, accurate information regarding corporate actions, shareholder meetings, and voting materials. The ideal candidate is service-oriented, detail-focused, and confident communicating in a professional, courteous manner. This role requires comfort following structured scripts while delivering a positive and respectful experience for every shareholder interaction.
Requirements
- High school diploma or GED required.
- Minimum of 3 years’ experience in a proxy solicitation, investor services, or financial services call center environment.
- Strong verbal communication and active listening skills.
- Exceptional customer services abilities
- Ability to follow structured scripts while maintaining a natural, professional, and engaging delivery.
- Basic computer proficiency and ability to navigate multiple systems simultaneously.
- Reliable, punctual, and able to work assigned part-time shifts consistently.
- Demonstrated professionalism when handling sensitive or confidential information.
Nice To Haves
- Bilingual or multilingual capabilities preferred (ideally Spanish).
Responsibilities
- Conduct outbound calls to shareholders to solicit proxy votes in alignment with campaign guidelines, scripts, and regulatory requirements.
- Respond to inbound shareholder inquiries related to proxy materials, voting procedures, meeting logistics, and corporate actions.
- Deliver clear, accurate, and professional information while maintaining a respectful and customer-focused tone.
- Accurately document call outcomes, shareholder responses, and relevant notes within internal call-tracking systems.
- Adhere to all compliance standards, confidentiality requirements, and company policies.
- Escalate complex, sensitive, or non-routine inquiries to supervisors as appropriate.
- Consistently meet established performance expectations, including call quality, accuracy, and productivity metrics.
- Handle confidential and sensitive information with discretion and professionalism.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
