Account Manager

4 weeks ago

Mendota Heights, Minnesota, United States Equiniti Full time

***This role is on-site--must be located near Mendota Heights, MN***

EQ is a leading international provider of shareholder, pension, remediation and credit technology. With over 5,000 employees, it supports 37 million people in 120 countries. EQ's purpose is to care for every customer and simplify every transaction, delivered with less of an impact on the environment. In December 2021 EQ formally moved into private ownership by affiliates of Siris Group Capital, LLC.

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 by Equiniti is seeking a qualified Trust Services Account Associate to join our team in Mendota Heights, MN. We need a passionate and engaged individual to join our team and help us continue to drive our success forward. The ideal candidate will take initiative, seek out learning opportunities and is comfortable working in a self-directed manner. As a member of the Relationship Management Team, the Account Associate works side by side with Relationship Managers, Product Management, Sales, Operations and Legal.

Business Function

This role is the primary interface with customers of EQ Shareowner Services. This position partners with a Relationship Manager to be the face of our organization to our clients. The Account Associate role is a key function to support EQ's growth objectives and offers the individual a great opportunity for future career growth with EQ.

Core Duties/Responsibilities

  • Day-to-day client inquiries and requests, providing reports and lists.
  • Client balancing inquiries, updates in Client Authorized signer, assisting with document collection and answering/placing inbound & outbound phone calls to customers.

Skills, Capabilities and Attributes

  • Strong project management, analytical, decision making and problem solving skills
  • Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions
  • 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
  • Excellent verbal, written, and interpersonal communication skills
  • Effective organizational, multi-tasking, and prioritizing skills
  • 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 Requirements

  • BA/BS degree is preferred
  • Financial services and/or securities industry experience

Experience Requirements

  • 3+ years of experience in one or a combination of the following: trust, financial services, legal or account management
  • Experience in communications and interactions with individuals at various levels within an organization, including but not limited to senior leaders.


Compensation: $ $23.00

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