· Handle outbound calls in a courteous and professional manner, using a written call flow and responses. · Handle inbound calls in a courteous and professional manner, if trained on this skill (based on business needs and shift line). · Handle all calls within an acceptable time period, dictated by our KPIs for Average Handle Time. · Use Microsoft products such as SharePoint, Teams, and Outlook throughout the shift with minimal training. Training will be provided on proprietary software, which is Windows based. · Use agent call flows and provided responses to effectively and professionally resolve shareholder concerns. · Update databases in an accurate and timely manner after each call. · Keep up to date on Campaign specifics via training, SharePoint, email or Teams chats. · Meet all targets for Productivity, Quality, Attendance, and Code of Conduct. · Escalate complaints and issues to the Supervisor when necessary. · Keep the management team informed of shareholder feedback. · May be assigned to handle ‘Toplist’ inbound & outbound calling (contacting shareholders with large investments). · May be assigned to assist with quality (monitor and pull calls, etc.) as a ‘peer monitor’. · May be assigned to handle routine administrative tasks for operations, training, or quality. · May be assigned to respond via chat, email or telephone, to inquiries received via email or internet. · May be assigned to handle “compliance’ or ‘escalated’ inquiries. · May be assigned to assist trainers in training including answering questions and assisting in role playing with other proxy representatives. · May be assigned to assist in providing support on an ad hoc and temporary basis to proxy representatives, in the short-term absence of the team leader. · Other duties as required.
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Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED