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Call Reviewer Jobs in Wisconsin (NOW HIRING)

Ambient Edge

Plumbing Manager

Milwaukee, WI · On-site

$150K/yr

Conduct regular call-by-call reviews with technicians, providing coaching, feedback, and accountability. * Monitor the dispatch board daily to ensure proper scheduling, load balancing, and technician ...

Ambient Edge

Plumbing Manager

Milwaukee, WI

$150K/yr

Conduct regular call-by-call reviews with technicians, providing coaching, feedback, and accountability. * Monitor the dispatch board daily to ensure proper scheduling, load balancing, and technician ...

Ambient Edge

Plumbing Manager

Milwaukee, WI · On-site

$150K/yr

Conduct regular call-by-call reviews with technicians, providing coaching, feedback, and accountability. * Monitor the dispatch board daily to ensure proper scheduling, load balancing, and technician ...

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Call Reviewer information

What is a call reviewer?

A Call Reviewer listens to recorded phone calls to evaluate their quality, accuracy, and compliance with company policies or regulatory standards. They assess factors like customer service, script adherence, and professionalism. The role helps improve communication, identify training needs, and ensure consistency in customer interactions.

What are the key skills and qualifications needed to thrive as a call reviewer?

To thrive as a Call Reviewer, you need strong attention to detail, analytical listening skills, and familiarity with call center operations, often supported by prior experience in customer service or quality assurance. Knowledge of call recording software, CRM systems, and reporting tools is highly valuable, as well as any relevant quality assurance certifications. Excellent communication, impartiality, and the ability to provide constructive feedback are key soft skills for this position. These skills ensure objective and accurate call evaluations, contributing to continuous improvement and high standards within customer support teams.

What are the typical challenges faced by call reviewers and how can they be managed?

Call Reviewers often encounter challenges such as maintaining objectivity when evaluating a high volume of calls and providing consistent, actionable feedback across diverse team members. Managing potential biases and staying up-to-date with evolving company standards or scripts can require ongoing attention. Successful Call Reviewers address these challenges by relying on clear evaluation criteria, seeking regular training, and engaging in open communication with supervisors and agents. This approach helps them support the continuous development of call center staff while ensuring fairness and adherence to company quality standards.

What are the most commonly searched types of Call Reviewer jobs in Wisconsin?

The most popular types of Call Reviewer jobs in Wisconsin are:

What are popular job titles related to Call Reviewer jobs in Wisconsin?

For Call Reviewer jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Call Reviewer jobs in Wisconsin look for?

The top searched job categories for Call Reviewer jobs in Wisconsin are:

Call Reviewer jobs near you
Infographic showing various Call Reviewer job openings in Wisconsin as of August 2026, with employment types broken down into 1% Locum Tenens, 1% As Needed, 77% Full Time, 16% Part Time, and 5% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution.

529 Shareholder Services Specialist II

Ultimus Fund Solutions

Milwaukee, WI • On-site

$81K - $81K/yr

Full-time

Re-posted 17 days ago

Job description

SUMMARY
The 529 Plan Services Specialist II is responsible for providing various transfer agency functions and maintaining accurate records for 529 Plan clients. This position will require in-depth 529 Plan knowledge, direct interaction with clients, financial representatives, vendors, and team members.
KEY ACCOUNTABILITIES
ACCOUNT OWNER AND FINANCIAL REPRESENTATIVE SUPPORT
  • Answers incoming call interactions.
  • Initiates outgoing call interactions.
  • Answers incoming email and chat interactions.
  • Answers general questions regarding 529 plan basic parameters.
  • Answers questions specific to the 529 plans serviced by Ultimus Fund Solutions.
  • Answers basic questions regarding affiliated 529 plans.
  • Opens and performs quality control review on new account enrollment requests.
  • Initiates and performs quality control review on transfer requests.
  • Initiates and performs quality control review on investment election changes.
  • Inputs complex trades into recordkeeping system.
  • Inputs complex account maintenance updates into recordkeeping system.
  • Processes requests for 529 plan literature and forms in a timely manner.
  • Composes and sends basic correspondence to account owners and financial representatives.
  • Performs the daily reconciliation of manual, NSCC and internet-based trades.
  • Processes returned mail within guidelines.
  • Assists with onboarding of new department associates.

COMPLIANCE AND SUPPORT ACTIVITIES
  • Comprehends, retains, and explains services, company policies, and legal requirements to account owners and financial representatives.
  • Learns and utilizes compliance procedures, desk policies, and legal requirements, state specific forms and documents, voice communication platform, and transfer agent recordkeeping and workflow system.
  • Obtains knowledge of how the transfer agent fits into the plan managers administrative oversight, the 529 plan description and savings trust agreements to include general knowledge, the state specific 529 serviced, and call performance standards.

WORKING RELATIONSHIPS
  • Daily contact with account owners, financial representatives, and broker-dealer firms.
  • Daily contact with members of the 529 team including senior associates and manager.
  • Daily contact with internal teams and departments.

May perform other duties as required and assigned.
EDUCATION AND EXPERIENCE
  • Undergraduate degree in business administration, finance, or related area.
  • Series 6 or 7 license.
  • 3-5 years of experience providing inbound support to clients in a call center.
  • Experience within the back-office of a retirement services department, cleaning firm, brokerage firm, mutual fund department, or within the financial services industry.
  • Equivalent education and experience will be considered.

KNOWLEDGE
  • Financial service products, including 529 plans, mutual funds, and retirement plans.
  • Mutual funds and retirement plans.
  • Online account owner web portal.
  • 529 industry websites.
  • Microsoft Office Suite.
  • Adobe Acrobat.

SKILLS AND ABILITIES
  • Provides exceptional customer service skills using proper phone etiquette.
  • Troubleshoots issues utilizing creative and critical thinking skills.
  • Multitasking, analytical, and organizational skills.
  • Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness.
  • Demonstrates personal integrity, responsibility, and accountability.
  • Effectively uses resources such as time and information in conjunction with associates.
  • Participates in solving problems and making decisions.
  • Presents and expresses ideas and information, written and oral, clearly, and concisely.
  • Actively listens to others to achieve understanding and supports an open exchange of ideas and information.
  • Identifies needs, arranges for, and obtains resources to accomplish individual and department goals.
  • Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations.
  • Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion.

Ultimus is an equal opportunity employer and does not discriminate on the basis of the applicant's or employee's race, color, religion, national origin, ancestry, gender, sexual orientation, age, disability, veteran or military status, genetic information, citizenship or any other status entitled to protection under federal, state or local anti-discrimination laws. No questions on our employment application are intended to secure information that is to be used for impermissible purposes.

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