Are you passionate about delivering exceptional customer service in a fast-paced financial services environment? We are looking for a Shareholder Services Representative to join our Client Processing Unit (CPU) team. In this role, you will be the voice of our organization — handling inbound and outbound calls from shareholders, brokers, and institutional clients across the various companies we support. You will combine strong communication skills with problem-solving ability to resolve account issues, answer inquiries, and ensure every caller receives accurate, professional, and courteous service.
If you thrive on helping people, enjoy working with numbers and systems, and want to build a career in financial services, we would love to hear from you.
Location: Mesa, Arizona
Training: Onsite training at the Mesa location. Upon successful completion of training, employees will transition to a remote work arrangement.
Shift: Shifts fall within the window of Monday–Friday 8am-8pm EST and Saturday 9am-5pm EST. Schedules may include a Saturday shift. Specific shift assignments are determined by business needs.
In this role, you will:
•Be available and adhere to your scheduled shift to handle inbound calls promptly
•Answer inbound calls from shareholders and prospective shareholders, responding to inquiries with accuracy and professionalism
•Follow account verification procedures on every call
•Adhere to CPU call handling standards during all customer interactions
•Respond to account and procedural questions, including balances, closing prices, portfolio performance, and quotes
•Listen actively and ask the right questions to identify each client's needs
•Take ownership of client issues and resolve them efficiently
•Maintain accurate shareholder account records across relevant systems
•Escalate complex issues to the appropriate team when needed
•Keep management informed of client feedback and recurring themes
•Make outbound follow-up calls to shareholders when issues can't be resolved during the initial call
•Build and maintain a working knowledge of the systems used for shareholder transactions and account maintenance
•Stay current on Stock Transfer products, services, and systems
•Maintain up-to-date knowledge of client products supported by CPU and internal policies and procedures
•Participate in ongoing training to build and maintain expertise in financial markets and instruments
What you need to have to be considered:
•1–5 years of experience in a call center / customer service environment, ideally within financial services
•Bachelor's degree or equivalent work experience and education
•Strong verbal and written English communication skills
•Solid keyboard/typing skills (formal typing training is a plus)
•Proficiency with MS Office (Word, Excel, PowerPoint)
•Strong problem-solving and analytical skills
•A customer-first mindset
These will help you stand out:
•Ability to work accurately under pressure
•Strong team-player mentality
•A strong sense of urgency
Cognizant will only consider applicants for this position who are legally authorized to work in the United States without requiring company sponsorship now or at any time in the future.
We are excited to meet people who share our mission and can make an impact in a variety of ways. Do not hesitate to apply, even if you only meet the minimum requirements listed. Think about your transferable experiences and unique skills that make you stand out as someone who can bring new and exciting things to this role.
Hourly Rate and Other Compensation:
The hourly rate for this position is between $17.00 – $18.50 per hour depending on the experience and other qualifications of the successful candidate.
This position is also eligible for Cognizant’s discretionary annual incentive program, based on performance and subject to the terms of Cognizant’s applicable plans.
Benefits: Cognizant offers the following benefits for this position, subject to applicable eligibility requirements:
•Medical/Dental/Vision/Life Insurance
•Paid holidays plus Paid Time Off
•401(k) plan and contributions
•Long-term/Short-term Disability
•Paid Parental Leave
•Employee Stock Purchase Plan
Disclaimer: The hourly rate, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law.
Acerca de Cognizant
Cognizant (Nasdaq: CTSH) es un creador de soluciones de IA y proveedor de servicios tecnológicos que conecta la inversión en IA con el valor empresarial mediante el desarrollo de soluciones de IA full‑stack para sus clientes. Su profundo conocimiento de la industria, junto con su experiencia en procesos e ingeniería, permite incorporar el contexto único de cada organización en sistemas tecnológicos que amplifican el potencial humano, generan resultados tangibles y mantienen a las empresas a la vanguardia en un entorno en constante cambio. Más información en cognizant.ai o @cognizant.
Información adicional de empleo
La información de compensación es precisa a la fecha de esta publicación. Cognizant se reserva el derecho de modificar esta información en cualquier momento, sujeto a la legislación aplicable.
Es posible que se requiera que los solicitantes asistan a entrevistas en persona o por videoconferencia. Además, es posible que se requiera que los candidatos presenten su identificación actual emitida por el estado o gobierno durante cada entrevista.
Cognizant es un empleador que ofrece igualdad de oportunidades. Tu solicitud y candidatura no serán consideradas en base a raza, color, sexo, religión, credo, orientación sexual, identidad de género, origen nacional, discapacidad, información genética, embarazo, condición de veterano o cualquier otra característica protegida por las leyes federales, estatales o locales.
Si tienes una discapacidad que requiere adaptaciones razonables para buscar una vacante de trabajo o enviar una solicitud, puedes enviar un correo electrónico a [email protected] con tu solicitud e información de contacto.
