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.
Sobre a Cognizant
Cognizant (NASDAQ: CTSH) é uma construtora de IA e fornecedora de serviços de tecnologia, criando a ponte entre o investimento em IA e o valor para as empresas por meio do desenvolvimento de soluções de IA completas para nossos clientes. Nossa profunda experiência em setores, processos e engenharia nos permite incorporar o contexto único de cada organização em sistemas tecnológicos que potencializam a capacidade humana, geram resultados tangíveis e mantêm empresas globais à frente em um mundo em rápida transformação. Saiba mais em cognizant.ai ou @cognizant.
A Cognizant é uma empregadora que investe em equidade. Sua candidatura não será pautada em raça, cor, gênero, sexualidade, credo, origem, deficiência, gravidez ou qualquer outra característica protegida pelas leis brasileiras.
Informações adicionais de emprego
Os candidatos podem ser obrigados a comparecer a entrevistas presenciais ou por videoconferência. Além disso, os candidatos podem ser obrigados a apresentar seu documento de identificação emitido pelo estado ou governo atual durante cada entrevista.
Embora nosso sistema permita a candidatura em todos os idiomas, o(s) idioma(s) e o(s) nível(is) de proficiência exigidos para o trabalho variam. No entanto, é necessário um nível básico de inglês para fins de comunicação em toda a empresa.
A Cognizant é uma empregadora que investe em equidade. Sua candidatura não será pautada em raça, cor, gênero, sexualidade, credo, origem, deficiência, gravidez ou qualquer outra característica protegida pelas leis brasileiras.
Se você tem uma deficiência que requer adaptações razoáveis para procurar uma vaga de emprego ou enviar uma candidatura, envie um e-mail para [email protected] com sua solicitação e informações de contato.
