Call Center Representative

Responsibilities

• Process shareholder inbound call requests accurately and efficiently, including purchases, redemptions, exchanges, and account updates.
• Aid clients in completing required documentation for account transactions and ensure compliance with regulatory requirements.
• Investigate and resolve customer issues or discrepancies related to account transactions, shareholder records, and transfer agency processes.
• Educate clients on transfer agency procedures, policies, and regulations to facilitate smooth transactions and ensure client understanding.

Requirements

• Prior Contact Center experience preferred but not required.
• Recent graduates encouraged to apply with background in Banking and Finance, Accounting, Economics, Business Administration, and other related fields.
• Willing to work 100% onsite at the Hartford, CT office, Monday–Friday.
• Willing to work shifting schedules as needed by the business between 8:00 AM EST and 6:00 PM EST.

Qualifications

• Qualified candidates will be asked to complete a series of assessments, including a Performance Skills Index and a Call Center Simulation.

Benefits

• Compensation: Hourly rate: $19/hr–$24/hr, depending on experience; P4P Performance-rated bonuses paid quarterly; Annual PTO: 15 vacation days, 10 sick days, 2 floating holidays, 8 company holidays, and volunteer time off; Other PTO: Jury duty, bereavement leave, military leave, and other applicable leave per state regulations.
• Benefits: Medical benefits, subsidized gym memberships, dental, vision, legal, identity theft protection, critical illness, and pet insurance offered at competitive premiums.
• Additional benefits: Basic life insurance, short-term and long-term disability, and an employee assistance program, including mental health support and online yoga access at no cost to the employee.
• 401(k) match: Up to 3% annually.

Pay

Compensation: Hourly rate: $19/hr–$24/hr, depending on experience.

Schedule

Compensation: Compensated on a shift basis, willing to work 100% onsite at the Hartford, CT office, Monday–Friday, and willing to work shifting schedules as needed by the business between 8:00 AM EST and 6:00 PM EST.