Customer Service Agent - AZ Licensed

Providing exceptional customer support, the full-time Customer Service Agent - AZ Licensed will handle inbound calls from shareholders and clients, conduct account research, and perform follow-up communications, with initial training conducted onsite in Mesa, AZ before transitioning to a remote work arrangement. Key responsibilities Answer inbound calls and respond to client inquiries with accuracy and professionalism Perform necessary account research and maintain shareholder accounts in the appropriate systems Make outbound follow-up calls to resolve client issues and escalate concerns when needed Required qualifications High School Diploma or equivalent 1-5 years of experience in a call center or customer service environment Strong verbal and written English skills Proficiency in MS Office and good keyboard skills Customer-centric mindset with strong problem-solving abilities