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USD
17
HOUR
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REMOTE Financial Services Representative (x2)
Remote , 17th Floor New York, NY 10036 US
Posted: 08/08/2024
2024-08-08
2024-11-03
Employment Type:
Contract
Job Category: Customer Service Representative/Call Center
Job Number: 9540
Pay Rate: 17
Job Description
Client Job Title: Investor Relations Analyst (x2)
Website: https://okapipartners.com/
Head Start: No
Exclusive: No – using Aston Carter
TEMP/TTH/DH: Temp (could go temp to perm if they have the need for the work, but do not promise this!)
Start Date: Tentative 9/23
Duration of Assignment: TBD
Pay Rate: $17/hr (eligible for an increase after a few months based on performance and attendance)
OT Eligible (Y/N): Yes, mandatory OT every week
Hours: (Mon-Fri, 12pm-8pm EST OR 2pm-10pm EST) AND Sat, 10am-4pm EST (They may get out earlier than 4pm)
Dress Code: Business Casual
Reason the position is open: Project work
Location (Cross Streets): REMOTE (must be able to train onsite 3-4)
Hybrid / Remote / In Office: 100% REMOTE
COVID PROTOCOLS (Vax, Booster, Wellness Survey, Testing, etc.): No vax required
Background Check Required: No
Drug Test Required: No
Job Summary: We are partnering with a financial services company in their search for a financial call center rep! Located in New York the ideal candidate will come with strong customer service experience.
Job Responsibilities:
Requirements:
Technical Requirements:
Additional Notes:
Company Info/About: At Okapi Partners, our work on behalf of corporate issuers in M&A deals, tender offers and annual meetings, is handled by the same group of senior advisors who work for investors, such as hedge funds and mutual funds.
While other firms silo their teams depending on the type of client, at Okapi Partners the experienced senior advisors who work for investors, such as hedge funds, private equity sponsors, and mutual funds, also work on behalf of corporate issuers on solicitation campaigns for M&A deals (contested and friendly), proxy contests and other voting matters decided at special and annual meetings. This approach enables us to provide our clients with an informational edge when it comes to understanding the behaviors and motivations of different types of shareholders and leverages our extensive network of relationships throughout the investor community.
We begin each assignment by initiating a comprehensive overview of your investor base with the capabilities of our in-house shareholder surveillance team, Okapi Market Intelligence Group, enhanced by our knowledge of investor response. Our team reviews the pertinent issues involved in each specific solicitation and devises a strategy tailored to that situation. This approach enables us to minimize the possibility of unwanted surprises while maximizing voting results. Our thorough process allows clients to achieve their desired result at annual and special meetings of shareholders, in routine and non-routine matters, and in contested elections or contests for corporate control.
Industry: Financial Services
Company Size – Revenue/Employees: 90 Employees, $20M in revenue
***INTERNAL ONLY***DO NOT SEND TO CANDIDATES***
Must See Marketing Note (ie – please include in your candidate pitch/summary):
Interview Process:
Do/Don’t Send:
Do Send: Strong customer service candidates
Do Send: Strong verbal skills
Do Send: Someone w/out a degree if they’re a rock star
Do Send: Someone w/ an interest in financial services. This is an EXCELLENT resume builder.
Do Send: Someone who lives anywhere as long as they can work the hours! This position is to cover the WEST COAST needs.
Don’t Send: Anyone with a language barrier. They have seconds to get the shareholders attention and clear communication is imperative!
Don’t Send: Anyone who is just looking for a “job” – they can feel that way, but should not articulate it to the client
Don’t Send: Someone who doesn’t meet the technical requirements
Don't Send: Home Health Aids, Paraprofessionals, or Food Service Workers
Why Work Here (This is the SIZZLE! Dogs onsite, free lunch every day, etc.): Tons of room for growth if they convert, amazing resume builder, weekly OT, newly renovated office, pay increased based on attendance and performance.
From Client / Official JD: No official JD
Website: https://okapipartners.com/
Head Start: No
Exclusive: No – using Aston Carter
TEMP/TTH/DH: Temp (could go temp to perm if they have the need for the work, but do not promise this!)
Start Date: Tentative 9/23
Duration of Assignment: TBD
Pay Rate: $17/hr (eligible for an increase after a few months based on performance and attendance)
OT Eligible (Y/N): Yes, mandatory OT every week
Hours: (Mon-Fri, 12pm-8pm EST OR 2pm-10pm EST) AND Sat, 10am-4pm EST (They may get out earlier than 4pm)
Dress Code: Business Casual
Reason the position is open: Project work
Location (Cross Streets): REMOTE (must be able to train onsite 3-4)
Hybrid / Remote / In Office: 100% REMOTE
COVID PROTOCOLS (Vax, Booster, Wellness Survey, Testing, etc.): No vax required
Background Check Required: No
Drug Test Required: No
Job Summary: We are partnering with a financial services company in their search for a financial call center rep! Located in New York the ideal candidate will come with strong customer service experience.
Job Responsibilities:
- Make 20 calls/hr calling shareholders to get their proxy votes (the 20 calls/hr are tracked)
- Fill out spreadsheet with call progress
- Candidates will receive training and read from a script
Requirements:
- Previous customer service/call center experience
- Strong communication skills
- Associates Degree
Technical Requirements:
- Must have a laptop with Windows 10 or newer OR Mac 2018 or newer (anything older than 5 years is not compatible with their VPN and software)
- No Chrome Books or tablets because they need to be able to handle the extensive database as well as excel spreadsheets, etc.
- Phone limitations: Must have iOS 14 or newer model OR and iPhone that has iOS 14 installed OR an Android version 10 or newer
- No landlines – they don’t have the capabilities to call through the computer
Additional Notes:
- Tri-end management then comes to Okapi and needs them to contact those shareholders. This could be a situation where they ramp up and then dies down quickly.
- The Hiring Manager is Yan Reydman. Yan was a temp through Soni that converted. He’s very analytical and VERY thorough (ie: if you’re break is 15 minutes and you take 16, he will notice. Please make sure candidates know that cheating the clock is closely monitored and not tolerated.
Company Info/About: At Okapi Partners, our work on behalf of corporate issuers in M&A deals, tender offers and annual meetings, is handled by the same group of senior advisors who work for investors, such as hedge funds and mutual funds.
While other firms silo their teams depending on the type of client, at Okapi Partners the experienced senior advisors who work for investors, such as hedge funds, private equity sponsors, and mutual funds, also work on behalf of corporate issuers on solicitation campaigns for M&A deals (contested and friendly), proxy contests and other voting matters decided at special and annual meetings. This approach enables us to provide our clients with an informational edge when it comes to understanding the behaviors and motivations of different types of shareholders and leverages our extensive network of relationships throughout the investor community.
We begin each assignment by initiating a comprehensive overview of your investor base with the capabilities of our in-house shareholder surveillance team, Okapi Market Intelligence Group, enhanced by our knowledge of investor response. Our team reviews the pertinent issues involved in each specific solicitation and devises a strategy tailored to that situation. This approach enables us to minimize the possibility of unwanted surprises while maximizing voting results. Our thorough process allows clients to achieve their desired result at annual and special meetings of shareholders, in routine and non-routine matters, and in contested elections or contests for corporate control.
Industry: Financial Services
Company Size – Revenue/Employees: 90 Employees, $20M in revenue
***INTERNAL ONLY***DO NOT SEND TO CANDIDATES***
Must See Marketing Note (ie – please include in your candidate pitch/summary):
- Confirm which equipment they have to comply with the technical requirements
- Confirm which shift they want to work: 12pm-8pm EST or 2pm-10pm EST
- Confirm they can start beginning of September
- Confirm they don't have any schedule conflicts
Interview Process:
- Round 1: 5 minute phone call w/ Kristen
- 10 minute phone call w/ Yan
- Questions they will be asked:
- What do you know about Okapi? They MUST look at the company website and be able to speak about what the company does. They just want to see that the candidate has done their research
- Candidates will be given Yan’s direct line and they will have to call him for the interview. From the minute Yan answers, he is evaluating them. Strong phone skills are a must!
- Questions they will be asked:
Do/Don’t Send:
Do Send: Strong customer service candidates
Do Send: Strong verbal skills
Do Send: Someone w/out a degree if they’re a rock star
Do Send: Someone w/ an interest in financial services. This is an EXCELLENT resume builder.
Do Send: Someone who lives anywhere as long as they can work the hours! This position is to cover the WEST COAST needs.
Don’t Send: Anyone with a language barrier. They have seconds to get the shareholders attention and clear communication is imperative!
Don’t Send: Anyone who is just looking for a “job” – they can feel that way, but should not articulate it to the client
Don’t Send: Someone who doesn’t meet the technical requirements
Don't Send: Home Health Aids, Paraprofessionals, or Food Service Workers
Why Work Here (This is the SIZZLE! Dogs onsite, free lunch every day, etc.): Tons of room for growth if they convert, amazing resume builder, weekly OT, newly renovated office, pay increased based on attendance and performance.
From Client / Official JD: No official JD
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