Customer Service Representative (Investor Relations)
About The Position
The Shareholder Services Representative is responsible for providing high‑quality customer service to registered shareholders through both inbound and outbound calls. Using a shareholder call list provided by the client, this individual will educate shareholders on corporate actions, voting options, and relevant proposals, while ensuring all communications are logged accurately and professionally. This role operates in a fast‑paced call center environment, with an expectation of completing 20–25 outbound calls per hour. Representatives must be proactive, articulate, and able to multitask while delivering a superior customer experience.
Requirements
- Customer service oriented with strong communication and interpersonal skills.
- Ability to multitask effectively between inbound and outbound calls.
- Self‑motivated, proactive, and able to stay productive during slower call periods.
- Experience or education in finance, business, or accounting (required).
- Strong professionalism—zero tolerance for lateness.
- Must be available to work every Saturday (10:00am–4:00pm ET).
Nice To Haves
- Customer service
- Finance or business management
- High‑volume inbound/outbound calling
- Strong clarity in verbal communication
- Ability to meet or exceed call metrics
Responsibilities
- Make outbound calls to shareholders using client‑provided call lists.
- Provide customer service support to registered shareholders via inbound and outbound calls.
- Educate shareholders on corporate actions, board proposals, and voting options.
- Track, monitor, and report outstanding issues to ensure timely client updates.
- Accurately log all call details and interactions into the Access Database.
- Assist in the development of campaign themes and messaging to maintain a clear and effective narrative.
- Maintain performance metrics in a high‑volume call center environment.
- Use only the company’s toll‑free 800 number for all calls (personal phone numbers never appear on caller ID).
Benefits
- Medical, dental & vision
- Critical Illness, Accident, and Hospital
- 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
- Life Insurance (Voluntary Life & AD&D for the employee and dependents)
- Short and long-term disability
- Health Spending Account (HSA)
- Transportation benefits
- Employee Assistance Program
- Time Off/Leave (PTO, Vacation or Sick Leave)
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
