Below is the JD for your reference: Location & Schedule
Location:
Must be located in the Mesa/Phoenix, AZ area. Training: 100% onsite for 4 weeks at 1130 N. Alma School Rd., Mesa, AZ.
Work Schedule:
Transitions to remote after training; candidates must remain in the Mesa/Phoenix area for occasional onsite meetings and training sessions.
Start Date: TBD
Duration: Long-term contract assignment (duration TBD).
Job Summary:
This role supports Clients's shareholder services team by handling inbound calls from shareholders, brokers, and institutional clients. The position requires delivering exceptional customer service, researching account-related issues, and making outbound follow-up calls when necessary. Candidates will gain exposure to financial markets and stock transfer services while working in a customer-focused environment. Top 3 Must-Have Skills Customer Service / Call Center Experience Strong Verbal & Written Communication Skills Problem-Solving and Account Research Experience