Customer Service Representative - PM Shift

TEKsystems is a leading provider of business and technology services, and they are seeking a Customer Service Representative for the PM shift. The role involves handling shareholder communications, assisting with voting processes, and managing inbound and outbound calls to ensure clarity and support for shareholders during proxy season.

Responsibilities:

• Provide shareholder communications for public companies on behalf of internal clients
• Support Spring Proxy by helping companies manage their annual meetings and voting processes
• Distribute proxy materials, collect votes, and record votes securely
• Handle printing and mailing of proxy statements, annual reports, and voting instructions
• Assist with registration, vote tabulation, and post-meeting reporting for Board of Directors meetings
• Manage inbound, outbound, and email response communications with shareholders
• Close votes by assisting shareholders with questions about voting processes
• Understand and explain specific items on the ballot, such as board elections and executive compensation
• Update shareholders on their votes and provide paper copies of proxy statements if requested

Requirements:

• HS Diploma or GED required
• Minimum of 1 year of customer service in a contact center environment (i.e., schedule adherence, call metrics, QA scores, etc.)
• Minimum of 6 months of outbound call experience (MUST be within the last 24 months)
• Experience having to persuade a customer to complete a task (i.e., sale, payment, upgrade, etc.)
• Clear and professional speaking voice (working with affluent customers and need to be able to speak clearly)
• Ability to read and interpret call scripts verbatim
• Ability to use Microsoft Office products (i.e., Outlook, Teams, etc.) and utilize dual monitors/toggle between systems at the same time
• Must be able to read, speak, and take notes at the same time on a phone call
• Must be able to work in a fast-paced environment (have to be able to jump right in, learn quickly, and adapt/be flexible)
• Ability to work in a stressful environment / ability to de-escalate situations and not get flustered in these instances
• Candidates will need to have their own USB headset and 2nd monitor
• Must have the option to hard-wire into their internet
• Internet Speed: at least 100 Mbps for Download and 10 Mbps for Upload