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Specialist, Client Support

4 months ago

Jersey City, 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: 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.

***This is a temp-to-perm role, onsite in our Ridgefield Park, NJ office

Overview

In this role, you will be responsible for performing a page-by-page document review and analysis of transfer and replacement requests submitted to our Transfer Department for both EQ and determine its eligibility for processing. This includes gathering data from various systems both internal and external to ensure accuracy and later load data on internal systems for record maintenance.

ESSENTIAL DUTIES & RESPONSIBILITIES

  • Review presentations submitted to EQ for a transfer and/or replacement of lost or stolen securities
  • Verify accuracy of medallion guarantee, legal documents and account registrations while using EQ internal applications and approved external verification application
  • Collaborate with internal staff
  • Prepare reports for manager to reflect productivity
  • Research, resolve and correct any processing discrepancies
  • Other duties and responsibilities as assigned
POSITION REQUIREMENTS
  • High school diploma or equivalent
  • Excellent communication skills - both verbal and written
  • Intermediate proficiency in Microsoft Office Suite and ability to learn new computer systems
  • Strong time management and prioritization skills
  • Quick learner
  • Strong attention to detail
  • Financial industry/TA experience a plus
Compensation
  • $20-22 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.