Customer Care Associate

Management Level

***MUST BE LOCATED NEAR MILWAUKEE, WISCONSIN or MENDOTA HEIGHTS, MINNESOTA

***THIS IS A TEMPORARY ROLE LASTING ABOUT 3-6 MONTHS

Start Date: July 21st

EQ is a leading international provider of shareholder, pension, remediation and credit technology. With over 5,000 employees, it supports 37 million people in 120 countries. EQ’s purpose is to care for every customer and simplify every transaction, delivered with less of an impact on the environment. In December 2021 EQ formally moved into private ownership by affiliates of Siris Group Capital, LLC.

EQ US is a leading provider of ownership data management, analytics and advisory services to public and private companies as well as corporate issuers and mutual funds. EQ offers a comprehensive product set, including transfer agency services, cap table management, equity compensation services, proxy solicitation and advisory services, private company solutions and bankruptcy claims administration services. Affiliates include D.F. King and Co., Inc., and Astrella Private Company Solutions, Inc. Learn more at: www.equiniti.com/us

Role Summary

The Call Center Representative is a vital member of our Customer Care team, responsible for taking incoming phone inquiries and providing assistance to shareholders in a timely, efficient, and professional manner.

In this role, you will be interacting on the phone 100 % of the time with shareowners, their representatives, and the investment community supporting activities against share positions held at EQ by Equiniti.  The nature of inquires received range from simple to complex and pertain to assisting shareowners and other callers with account related service.

Baseline knowledge of the Financial Services industry would be helpful, but not necessary – if you have strong communication skills, excellent phone etiquette, and both a desire and capacity to learn more about the world of financial services, we can prepare you!

Core duties/Responsibilities

• Responds to phone inquiries in a timely, efficient, and professional manner by providing resolution within established standards 
• Candidates must be comfortable using technology working in multiple systems at the same time
• Performs research during and after calls as needed to resolve problems and inquiries
• May act as a back-up for inquiries from higher revenue and contractual clients
• Document call notes ensuring key data is accurately captured in system.
• Representatives must maintain required performance metrics:
  • Call quality
  • Productivity
  • Adherence to schedule
  • Risk and Compliance requirements

Skills, Capabilities and Attributes

• Must have previous high-volume Call Center experience
• Must be flexible regarding both schedule and daily duties 
• Overtime hours may be required based on business needs with advance notice
• This is a fast-paced call center environment requiring the ability to multi-task and work collaboratively
• High School diploma or equivalent
• One year of High Touch Customer Experience 
• Associate or bachelor's degree or the equivalent combination of education, training, or work is preferred, but not required.,

Compensation: Up to $20.00/hourly

Equal Opportunity Statement

We are an equal opportunity employer and make employment decisions without regard to race, creed, religion, national origin, sex (including pregnancy, gender identity, and