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  • Customer Service Representative (Investor…

    TEKsystems (New York, NY)



    Apply Now

    Shareholder Services Representative – Call Center (Entry Level)

     

    Schedule: In-office Monday–Friday (10:00am–6:00pm) + Mandatory Remote Saturdays (10:00am–4:00pm ET)

     

    Start Date: 12/1

     

    Hours: 40+ hours/week during peak season

    Position Overview

    The Shareholder Services Representative is responsible for providing high‑quality customer service to registered shareholders through both inbound and outbound calls. Using a shareholder call list provided by the client, this individual will educate shareholders on corporate actions, voting options, and relevant proposals, while ensuring all communications are logged accurately and professionally.

     

    This role operates in a fast‑paced call center environment, with an expectation of completing 20–25 outbound calls per hour. Representatives must be proactive, articulate, and able to multitask while delivering a superior customer experience.

    Key Responsibilities

    + Make outbound calls to shareholders using client‑provided call lists.

    + Provide customer service support to registered shareholders via inbound and outbound calls.

    + Educate shareholders on corporate actions, board proposals, and voting options.

    + Track, monitor, and report outstanding issues to ensure timely client updates.

    + Accurately log all call details and interactions into the Access Database.

    + Assist in the development of campaign themes and messaging to maintain a clear and effective narrative.

    + Maintain performance metrics in a high‑volume call center environment.

    + Use only the company’s toll‑free 800 number for all calls (personal phone numbers never appear on caller ID).

    Required Skills & Qualifications

    + Customer service oriented with strong communication and interpersonal skills.

    + Ability to multitask effectively between inbound and outbound calls.

    + Self‑motivated, proactive, and able to stay productive during slower call periods.

    + Experience or education in finance, business, or accounting (required).

    + Strong professionalism—zero tolerance for lateness.

    + Must be available to work every Saturday (10:00am–4:00pm ET).

    Experience Level

    + Entry Level, with related coursework or professional exposure to finance, accounting, or business.

    Preferred Skills

    + Customer service

    + Finance or business management

    + High‑volume inbound/outbound calling

    + Strong clarity in verbal communication

    + Ability to meet or exceed call metrics

    Disqualifiers

    + No relevant experience or education in finance, accounting, or business.

    + Habitual lateness or reliability concerns.

    + Degrees unrelated to business/finance (Graphic Design, Fashion, Cosmetology, etc.) without relevant work experience.

     

    Job Type & Location

     

    This is a Contract position based out of New York, NY.

    Pay and Benefits

    The pay range for this position is $18.00 - $18.00/hr.

     

    Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)

     

    Workplace Type

     

    This is a fully onsite position in New York,NY.

     

    Application Deadline

     

    This position is anticipated to close on Jan 19, 2026.

    h4>About TEKsystems:

    We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

     

    The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

    About TEKsystems and TEKsystems Global Services

    We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

     

    The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

     


    Apply Now



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