Customer Account Specialist

1 week ago

Brewster, Minnesota, United States Equiniti Full time
Job Description

Overview

Equiniti is seeking a highly skilled and customer-focused Account Associate to join our team. As an Account Associate, you will be the primary interface with customers of EQ Unify, providing exceptional customer service and support to ensure a seamless experience.

Key Responsibilities

  • Communicate with account owners or legal entitled parties by phone or email to discuss at-risk accounts
  • Explain the process of recovering and/or updating the at-risk account and the services our company can provide throughout the reunification process
  • Receive inbound calls daily and educate the caller as to why they are receiving documentation from our company and offer our reunification services
  • Place outbound calls to customers, attempting to correct paperwork submitted by the customers incorrectly
  • Understand and communicate the EQ Shareowner Services transfer requirements related to the distribution of assets from various account types
  • Prioritize and manage case inventory

Requirements

  • High School diploma or equivalent
  • BA/BS degree is preferred
  • 2+ years in financial services and/or securities industry experience
  • Experience in customer service and/or inside sales strongly preferred
  • Experience in the financial services industry strongly preferred
  • Experience with guidelines of financial institutions related to distribution of assets strongly preferred
  • Experience with state and municipal guidelines related to estate laws preferred
  • Experience in a metrics-driven environment where there are established productivity and quality standards

Skills and Abilities

  • Working knowledge of escheatment law preferred
  • Ability to resolve issues and/or complaints independently
  • Ability to work independently or as a team member with minimal supervision
  • Ability to work closely with groups or team members in multiple locations
  • Excellent verbal and written communication skills
  • Ability to analyze complex situations and data

Compensation: $20.00 - $22.00 hourly

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