Customer Care Associate
equiniti · US - Wisconsin - Milwaukee · United States · On-site
Posted Oct 2, 2026
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Management Level
I
Location: Onsite in either Milwaukee, WI or Mendota Heights, MN
Temporary Assignment: 6-9 months, Full-time hours
EQ, Next Starts Now We are EQ, a fintech that connects the future of capital, communications, and governance, building trust and confidence in every market we serve. Our 5,000 employees support over 20 million shareholders and 12,000 leading organizations globally. EQ’s mission is to digitize every aspect of shareholder interaction, making investments more accessible, transparent and more engaging than ever before. With the integration of Notified, EQ is the only global technology partner dedicated to both public relations and investor relations solutions.
Role Summary
The Customer Care Associate is a vital member of our Customer Experience team, responsible for taking incoming phone inquiries and providing assistance to shareholders in a timely, efficient, and professional manner.
Core Duties/Responsibilities
The successful candidate will be responsible for the following:
Phone interactions 100% of time in role with shareowners, their representatives, and the investment community supporting activities against share positions
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
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
The successful candidate will demonstrate the following experience, skills and behaviors:
One year of high-touch call center experience
Must be flexible regarding both schedule and daily duties
Excellent communication skills and phone etiquette
Overtime hours may be required based on business needs with advance notice
Fast-paced environment requiring multi-tasking abilities and collaboration
A desire and capacity to learn more about the world of financial services
High School diploma or equivalent
Compensation
$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 sexual orientation), parental status, marital status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, status…