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Securities Services Specialist

4 months ago

Milwaukee, Wisconsin, United States Equiniti Full time

Management Level

I

Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries.

EQ US is a leading provider of ownership data management, analytics and advisory services to public and private companies as well as corporate issuers and mutual funds. EQ offers a comprehensive product set, including transfer agency services, cap table management, equity compensation services, proxy solicitation and advisory services, private company solutions and bankruptcy claims administration services. Affiliates include, D.F. King and Co., Inc., Astrella Private Company Solutions, Inc., and Donlin, Recano & Company, Inc. Learn more at:

EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ.

This position will is fully remote and will be a temp-to-perm role supporting the Corporate Client Services (CCS) processing team. CCS processes option activity for directors, insiders, executives connected to our clients, and has direct client interactions.

Essential Functions/Responsibilities

  • CCS Processors are responsible for processing client transactions in accordance with Service Level Agreements (SLA's).
  • Monitor daily turnaround and prioritize work to ensure all items are completed appropriately
  • Manage email inquiries from clients, brokers, and account managers received in a shared email inbox.
  • Manage the shared email inboxes to ensure all transactions received via email are scanned into the workflow system timely.
  • Research, correct, and reconcile out of balances, resolve errors, and balance adjustments.
  • Also responsible for training and providing feedback to new team members or managed resources.

Skills and Abilities

  • Strong communication & problem solving skills
  • Financial services and/or transfer agent operations experience
  • Ability to comprehend moderate to complex operational processes and their interrelationship
  • Ability to work independently and multi-task
  • Must be able to demonstrate exceptional customer service and display professionalism
  • Team player with strong interpersonal skills and adaptability
  • Self-starter with ability to follow client request through resolution
  • Strong attention to detail and accuracy skills
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
  • Superior knowledge of Microsoft Office Suite
  • Experience with the IRIS workflow system, Sunstar
  • Proficient use of Microsoft Office, with demonstrated capability in Word, Excel and PowerPoint
  • Must be able to effectively read, write and speak English
  • May require the need to travel to other locations

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 (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 with regard to public assistance, or any other characteristic protected under federal, state, or applicable local law.