Account Associate

8 hours ago


Milwaukee, Wisconsin, United States Equiniti Full time
Job Title: Account Associate

Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. We are seeking an experienced Account Associate to join our team in Milwaukee.

Job Summary

This role is the primary interface with customers of EQ Unify. The Account Associate will be responsible for answering and placing inbound and outbound phone calls, educating customers about unclaimed property and their accounts, and determining their eligibility to file claims for assets at risk of turning over to the state.

Key Responsibilities
  • Communicate with account owners or legal entitled parties by phone or email to discuss at-risk accounts
  • Explain the process of recovering and/or updating at-risk accounts and offer reunification services
  • Receive and respond to approximately 40-50 inbound calls daily and educate callers about EQ's services
  • Place approximately 10-20 outbound calls to customers to correct paperwork submitted incorrectly
  • Understand and communicate EQ Shareowner Services transfer requirements related to asset distribution
  • Prioritize and manage case inventory
Requirements
  • BA/BS degree preferred
  • Financial services and/or securities industry experience
Preferred Qualifications
  • Experience in customer service and/or inside sales
  • Experience in the financial services industry
  • Working knowledge of escheatment law
  • Ability to work independently or as a team member with minimal supervision
  • Excellent verbal and written communication skills
Compensation

$ per hour

Equal Opportunity Statement

We are an equal opportunity employer and make employment decisions without regard to race, creed, religion, national origin, sex, parental status, marital status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, status with regard to public assistance, or any other characteristic protected under federal, state, or applicable local law.


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