Shareholder Services Representative

  • location: Saint Paul, MN
  • type: Permanent
  • salary: $18 per hour
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job description

Shareholder Services Representative

EQ (Equiniti) provides creative solutions for shareowner management. We offer a range of transfer agent services that enable our clients to manage share registers, communicate with shareowners and undertake significant corporate actions - simply and effectively.

Randstad Sourceright in partnership with a top financial client Equiniti are actively seeking a shareowner Services Representative to join their team for a permanent opportunity in Milwaukee, Wisconsin.

The Customer Services Representative is a vital member of our Shareowner Services team, responsible for taking incoming phone inquiries and providing assistance to shareowners in a timely, efficient, and professional manner. The nature of inquiries received range from simple to complex and pertain to assisting shareowners and other callers with account related service, including instructions and information needed in order to complete various transactions.


  • Responds to phone inquiries in a timely, efficient, and professional manner
  • Provides assistance to shareowners and other callers by acknowledging and answering inquiries, addressing issues, and providing resolution within established standards. Typical inquiries received include, but are not limited to:
  • Transfer requests and requirements
  • Dividend payments
  • Reinvestments
  • Lost securities
  • Address changes
  • Account consolidation
  • Account information
  • Acquisitions and mergers
  • Tax inquiries
  • Responds to online inquiries and information requests to complete account transactions ?? Initiates transactions such as sales and lost securities replacement
  • 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 ?? Documents call notes and ensures key data is accurately captured
  • Follows up on calls when inquiry is not immediately resolved during the call
  • Escalates calls to next level as appropriate Consistently adheres to call quality standards, productivity standards, adherence standards, and Risk and Compliance requirements
  • Integrates feedback and lessons learned to continually improve customer service
  • Complies with all Company policies, including but not limited to, attendance, attire, and data security

  • Excellent communication and telephone skills a must
  • Minimum of one year of High Touch Customer Service required
  • Proficient use of Microsoft Office, with demonstrated capability in Outlook, Word, Excel and typing skills
  • Must be able to effectively read, write and speak English
  • Must be able to; accurately perform basic math calculations including percentages.
  • Strong follow-through
  • Previous Call Center experience preferred but not required
  • Previous experience in Financial Service Industry preferred but not required

A successful candidate will:

  • Display highly professional behavior
  • Demonstrate critical thinking, problem solving and analytical skills
  • Be highly reliable in managing attendance and punctuality
  • Demonstrate personal accountability and motivation to succeed, learn and grow
  • Understand the Center's purpose-to deliver superior customer care
  • Demonstrate excellent Customer service skills
  • Demonstrate the ability to navigate multiple computer screens while on the phones
  • Display strong communication skills both written and verbal
  • Display interest in accepting feedback and coaching for ongoing improvement
  • Be willing to assist with extra projects as time permits and work overtime as needed
  • Promote teamwork and work effectively with others
  • Meet or exceed department objectives for quality, productivity and behavioral competencies
  • Be passionate and believe in what we do and who we are

  • College degree or equivalent professional work experience in lieu of a degree
  • High School or Equivalent required

If you're passionate about customers, have a consultative attitude and believe you have the potential to do something great, let's talk! Click 'apply' on this job posting and/or send your resume directly to

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.

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