Call Center Associate
Core
Support day-to-day call center operations, service delivery, and vendor-management reporting for shareholder communications.
Role type
Operations associate (call center)
Builds
Operational reports, vendor performance tracking, and shareholder service delivery
Domain
Financial services / Shareholder communications
Deliverable
dashboards & analysis
Required skills
Call center operations, vendor management, data analysis, research, troubleshooting, Microsoft Excel, Microsoft Outlook, prioritization, documentation
Preferred skills
Transfer agent industry experience, experience supporting vendor relationships, experience with operational reporting
Responsibilities
Monitor call center activity and KPIs, resolve internal and external shareholder inquiries, track and follow up on action items, prepare vendor-management reporting, analyze data to identify service trends, support quality assurance and process improvement initiatives
Seniority
Mid-level, hands-on IC
