Trust Services Account Associate 2

7 days ago

Milwaukee, United States Equiniti Full time

Management Level

H

***Hybrid--must be located near Milwaukee, WS preferably


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: www.equiniti.com/us

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.

EQ by Equiniti is seeking a qualified Account Associate to join our team in Mendota Heights, MN or Milwaukee, WS. 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. This position is responsible for 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.

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

The successful candidate will be responsible for the following:

  • Working closely with a Relationship Manager to service and grow a portfolio of 15 to 25 corporate clients
  • Responding to inquiries from corporate client contacts via telephone and email
  • Preparing, scheduling and participating in periodic reviews with corporate clients
  • Developing strong personal relationships with client contacts
  • Provide support to other Relationship Management Teams

Skills, Capabilities and Attributes

  • Strong project management, analytical, decision making and problem solving skills
  • Ability to develop relationships with multiple corporate client contacts in a business-to-business setting
  • 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: $22.00 - $23.00 hourly

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.

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