Job Description

Shareholder Communications Outbound Representative

We’re looking for reliable, detail-oriented Shareholder Communications Outbound Representatives to join annual shareholder outreach project. If you have strong communication skills, customer service experience, and are comfortable handling confidential account information, this is a great opportunity to gain experience with a professional financial communications firm.

What You’ll Do:

• Make high-volume outbound calls to shareholders regarding account updates, notifications, and required actions
• Verify shareholder identities and handle sensitive account information confidentially
• Document call outcomes and maintain accurate records across internal systems
• Follow established scripts, procedures, and compliance guidelines
• Meet daily call volume, productivity, and quality expectations
• Escalate issues and discrepancies to supervisors when needed
• Participate in mandatory training and support high-volume project needs

What You Bring:

• Previous inbound or outbound call center or customer service experience preferred
• Strong verbal communication and active listening skills
• Excellent attention to detail and accurate documentation skills
• Ability to handle confidential information professionally
• Reliable high-speed internet and a quiet, distraction-free home workspace
• Personal computer running Windows 10 or higher (not S mode) with at least 8 GB RAM; Mac, Chromebook, and Linux systems are not compatible
• Availability to complete all mandatory training sessions without absences or tardiness
• Ability to work full-time Eastern Time hours and accommodate optional overtime

Schedule: Monday–Friday, 10 AM–7 PM ET; Saturdays, 10 AM–2 PM ET, with additional overtime opportunities

Work Arrangement: 100% Remote; candidates must reside in an eligible location where the applicable minimum wage does not exceed $16.00/hour.

Top candidates are dependable, quick learners, and committed to professionalism, confidentiality, and accuracy. Please note that the project start date may vary depending on training completion and business needs.

Location: Remote

Pay: $15 – $16/hour.

If you have an interest in the Shareholder Communications Outbound Representative , please apply now!

Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act

• Los Angeles City Fair Chance Ordinance

• Los Angeles County Fair Chance Ordinance for Employers

• San Francisco Fair Chance Ordinance

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