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Contact Center Associate Jobs in Wisconsin (NOW HIRING)

UW Health

Communication Center Representative

Madison, WI · On-site

$20.69 - $28.01/hr

... contact for new patients and referring physicians, vendors and the public. We are seeking a ... Associate's Degree in Healthcare, Information Technology, Business, or related field (2 years of ...

UW Health

Communication Center Representative

Madison, WI · On-site

$16 - $20.25/hr

... contact for new patients and referring physicians, vendors and the public. We are seeking a ... Associate's Degree in Healthcare, Information Technology, Business, or related field (2 years of ...

UWHealth

Communication Center Representative

Madison, WI

$16 - $20.25/hr

... contact for new patients and referring physicians, vendors and the public. We are seeking a ... Associate's Degree in Healthcare, Information Technology, Business, or related field (2 years of ...

Mindcolor Autism LLC

Center Director

Sheboygan, WI · On-site

$85K - $100K/yr

Manage and mentor a talented team of BCBAs, RBTs/BTs, and Operations Associates. * Foster a culture ... Serve as the primary point of contact for families--keeping them informed, empowered, and supported ...

Cnh Inc

Customer Contact Specialist

Waterford, WI · On-site

$55K - $85K/yr

Associates or Bachelor's degree in field such as finance, management or business administration ... Prior call center experience within the financial services or commercial banking industry * Strong ...

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Contact Center Associate information

How does a contact center associate typically collaborate with other departments to resolve customer issues?

Contact Center Associates often work closely with teams such as technical support, billing, and product specialists to resolve complex customer inquiries. When an issue falls outside their direct expertise or authority, associates escalate cases or coordinate with the relevant department, ensuring accurate and timely solutions. Effective communication and documentation are essential, as associates need to relay customer details and follow up as needed to track progress. This collaborative environment helps associates learn about different business functions, potentially opening pathways for career advancement within the company.

What is a contact center associate?

Contact Center Associates are professionals who handle inbound and outbound customer interactions on behalf of a company, typically via phone, email, chat, or social media. They assist customers with inquiries, resolve issues, process orders, and provide information about products or services. Strong communication, problem-solving skills, and the ability to manage multiple tasks are essential for this role. Contact Center Associates play a key part in ensuring customer satisfaction and maintaining a positive company image.

What are the key skills and qualifications needed to thrive as a contact center associate, and why are they important?

To thrive as a Contact Center Associate, you need excellent communication skills, problem-solving abilities, and typically a high school diploma or equivalent. Familiarity with customer relationship management (CRM) software, call center telephony systems, and basic computer applications is often required. Strong interpersonal skills, patience, and the ability to remain calm under pressure help associates deliver outstanding customer experiences. These skills ensure efficient issue resolution, enhance customer satisfaction, and support team performance in a fast-paced, service-oriented environment.
What are the most commonly searched types of Contact Center jobs in Wisconsin? The most popular types of Contact Center jobs in Wisconsin are:
What cities in Wisconsin are hiring for Contact Center Associate jobs? Cities in Wisconsin with the most Contact Center Associate job openings:
Contact Center Associate jobs near you
Infographic showing various Contact Center Associate job openings in Wisconsin as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution.

Shareholder Services Specialist II

ultimus

Milwaukee, WI

Full-time

Re-posted 18 days ago

Job description

SUMMARY

The Shareholder Services Specialist II is responsible for providing various contact center and transfer agency functions. This role requires in-depth mutual fund knowledge and will interact directly with shareholders, financial representatives, team members, and management.

KEY ACCOUNTABILITIES

SHAREHOLDER AND FINANCIAL REPRESENTATIVE SUPPORT

  • Answers incoming call, email, and chat interactions.
  • Initiates outgoing call interactions.
  • Answers incoming email and chat interactions
  • Answers questions regarding existing mutual funds serviced. Knowledge obtained from mutual fund websites, fund literature, or performance reports and regulatory documents will be utilized to answer questions.
  • Answers questions regarding existing mutual fund shareholder accounts. Knowledge obtained from the transfer agent recordkeeping system will be utilized to answer questions.
  • Inputs complex trades such as model rebalances, end-result exchanges, large dollar trades, automated investment plans, systematic withdrawals, etc. into a recordkeeping system.
  • Inputs complex shareholder account maintenance such as account linking, account restrictions, model updates, etc., into recordkeeping system.
  • Completes quality control reviews on work performed by members of the team.
  • Assists with onboarding of new department associates.

COMPLIANCE AND SUPPORT ACTIVITIES

  • Learns and utilizes compliance procedures, desk policies and legal requirements, Fund Knowledge Base, voice communication platform, transfer agent recordkeeping and workflow system, call performance standards and guidelines, and online portals.

WORKING RELATIONSHIPS

  • Daily contact with shareholders, financial representatives, broker-dealer firms, and fund companies.
  • Daily contact with members of team and internal departments regarding follow-up inquiries, open workflow, collateral orders, etc.

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 or ability to obtain within 3 months of employment.
  • 3-5 years of experience in client services or related field.
  • Experience within the back-office of a retirement services department, clearing firm, brokerage firm, mutual fund department, or within the financial services industry.

  • Equivalent education and experience will be considered.

KNOWLEDGE

  • Mutual funds and retirement plans.
  • Microsoft Office Suite.
  • Adobe Acrobat.

SKILLS AND ABILITIES

  • Provides exceptional customer service skills using proper phone etiquette.
  • Comprehends, retains, and explains services, company policies, and legal requirements to shareholders and financial representatives.
  • 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.

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