Remote - Customer Service Representative

Provide telephonic customer support to shareholders, their representatives, and the investment community. Handle incoming call inquiries following call center guidelines, follow up on escalated calls, and submit fulfillment or research cases as needed. Identify complaints and emerging trends to help improve service levels, maintain up-to-date product/service knowledge, complete monthly training and quizzes, and ensure compliance with policies, procedures, and regulatory requirements while maintaining a professional caller experience.