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Client Services Associate
2 months ago
Job/Project description:
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 is a temporary role, lasting 6-9 months and will be primarily onsite in our Mendota Heights Office.
Role Summary
EQ by Equiniti is seeking a qualified Account Associate to join our Centralized Services team.
We need a passionate and engaged individual to join our team and help us continue to drive our success forward.
As a member of the Centralized Services Team, the Account Associate works side by side with Relationship Managers, Product Management, Sales, Operations and Legal.
Business FunctionThis role is the primary interface with customers of EQ Shareowner Services.
This position partners with Relationship Managers, Account Associates, and Operations to be the face of our organization to our clients.
This position is responsible for completing and distributing dividend work orders, creating dividend funding letters, providing dividend funding letters to the clients, completing client balancing audits for Relationship Management, and updating client authorized signers.
Core Duties/ResponsibilitiesThe successful candidate will be responsible for the following:
Ensuring accurate completing of own work, and verifying accuracy of the work of others
Strong analytical, decision making and problem solving skills
Excellent verbal, written, and interpersonal communication skills
Effective organizational, multi-tasking, and prioritizing skills
Skills, Capabilities and Attributes
The successful candidate will demonstrate the following experience, skills and behaviors:
Strong attention to detail and accuracy skills
Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Strong time management and analytical skills with high attention to detail and accuracy
Intermediate Microsoft Office (Word, Excel, and Outlook) skills
Solid problem solving and decision making skills
Ability to interact with all levels of an organization
Education
BA/BS degree is preferred
Financial services and/or securities industry experience
Compensation
$22.00-$25.00 per hour
We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.
