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Institutional Shareholder Services Jobs (NOW HIRING)

CSR Call Center Agent

Mesa, AZ ยท Remote

$15 - $16/hr

Answer incoming calls from shareholders, brokers and institutional clients for the various clients that CPU supports. Provide superior customer service to all clientele (both internal and external)

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Saturday: 9:00 AM - 5:30 PM EST Position Overview We are seeking customer-focused Call Center Agents (CSRs) to provide exceptional service to shareholders, brokers, and institutional clients. The ...

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... shareholders, brokers, and institutional clients, providing high-quality support and accurate ... Stay current on products, services, systems, policies, and industry regulations. * Participate in ...

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Institutional Shareholder Services information

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How much do institutional shareholder services jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for institutional shareholder services in the United States is $19.31, according to ZipRecruiter salary data. Most workers in this role earn between $16.11 and $20.43 per hour, depending on experience, location, and employer.

What is the difference between Institutional Shareholder Services vs Proxy Analyst?

AspectInstitutional Shareholder ServicesProxy Analyst
CredentialsTypically requires finance, law, or business degrees; certifications like CFA are commonSimilar credentials; often CFA or finance background
Work EnvironmentCorporate offices, financial services firms, consultingFinancial institutions, investment firms, proxy advisory firms
Industry UsageUsed by institutional investors, asset managers, proxy advisory firmsUsed by investment firms, proxy advisory services, research teams
Job FocusProviding proxy voting recommendations, governance analysisAnalyzing shareholder proposals, voting recommendations, research

Institutional Shareholder Services and Proxy Analysts both operate within the investment and governance sectors, often sharing similar credentials and work environments. While ISS provides comprehensive proxy voting advice and governance analysis, Proxy Analysts focus more on detailed research and voting recommendations. Both roles are essential in supporting institutional investors' voting strategies and corporate governance efforts.

What do Institutional Shareholder Services do?

Institutional Shareholder Services (ISS) is a company that provides proxy advisory, governance, and responsible investment services to institutional investors. Their role involves analyzing corporate governance practices, voting recommendations, and supporting clients in making informed voting decisions at shareholder meetings.
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The top searched job categories for Institutional Shareholder Services jobs are:

Infographic showing various Institutional Shareholder Services job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, and 3% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $40,157 per year, or $19.3 per hour.

CSR Call Center Agent

NYTP

Mesa, AZ โ€ข Remote

$15 - $16/hr

Contractor

Posted yesterday

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Job description

Job Title: CSR Call Center Agent (59555-1)
Location: REMOTE - Require Local to Mesa, AZ
MAX RATE: $15 - 16/hr on W2
Client: disclose later
Experience: 2+ Years
JD:
Answer incoming calls from shareholders, brokers and institutional clients for the various clients that CPU supports. Provide superior customer service to all clientele (both internal and external). A job holder in this position will also be responsible to perform necessary research regarding account problems and make outbound calls as necessary. The ability to meet individual caller needs while contributing to overall service standards is critical.
Job Duties:
Adhere to daily schedule by being available to take inbound calls as scheduled
Answer inbound calls from shareholders and prospective shareholders
Promptly respond to clients’ telephone inquiries and ensure that their needs are met with accuracy and professionalism
Ensure account verification procedures are followed.
Adhere to CPU call handling requirements while interacting with customers.
Respond to specific account and procedural information requests including balances, closing prices, portfolio performance and quotes.
Listen actively and probe to determine client needs
Actively resolve client issues
Maintain shareholder accounts on the appropriate systems
Escalate issues when necessary
Keep management team informed of client feedback
Make outbound follow-up calls to shareholders in response to issues which cannot be resolved point-of-call.
Maintain an understanding of the systems required to initiate shareholder transaction and maintenance requests
Remain up to date regarding Stock Transfer products, services and systems
Maintain working knowledge of client products that CPU supports
Maintain working knowledge of CPU policies and procedures
Complete extensive ongoing training to maintain competency in financial markets and instruments.
MUST HAVE SKILLS:
Strong Verbal and Written English
Very good keyboard skills - Formal Training in Typing would be an added advantage.
Conversant using MS Office - PowerPoint, Excel and MS Word.
Strong problem solving and analytical skills
Customer Centric.
Ability to work accurately under pressure.
Good Team Player.
Strong Sense of Urgency.
Additional Information:
Bachelor's degree or equivalent experience
1-5 years of experience in a call center in a customer service environment ideally in a Financial Services industry