Account Associate Relationship Manager

19 hours ago

Saint Paul, Minnesota, United States Equiniti Full time

{"title": "Account Associate Relationship Management", "summary": "We are seeking a qualified Account Associate to join our Relationship Management Team. As a member of this team, you will work closely with Relationship Managers, Product Management, Sales, Operations, and Legal to provide exceptional client service. This role is the primary interface with customers of EQ Shareowner Services, and you will be responsible for day-to-day client inquiries and requests, providing reports and lists, client balancing inquiries, updates in client authorized signers, assisting with document collection, and answering/placing inbound & outbound phone calls to customers.

Responsibilities:

* Provide exceptional client service and support to customers of EQ Shareowner Services
* Work closely with Relationship Managers, Product Management, Sales, Operations, and Legal to provide seamless client service
* Respond to day-to-day client inquiries and requests, providing reports and lists, client balancing inquiries, updates in client authorized signers, and assisting with document collection
* Answer and place inbound & outbound phone calls to customers
* Collaborate with internal teams to resolve client issues and provide solutions

Requirements:

* 3+ years of experience in trust, financial services, legal, or account management
* Experience in communications and interactions with individuals at various levels within an organization
* 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
* BA/BS degree is preferred
* Financial services and/or securities industry experience

Compensation: $29.00 - $31.00 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.", "company": "Equiniti", "location": "Mendota Heights, MN", "industry": "Financial Services", "job_type": "Full-time", "experience_level": "3+ years", "education_level": "BA/BS", "skills": "Customer Service, Project Management, Analytical Skills, Problem-Solving, Time Management, Microsoft Office, Financial Services, Securities Industry"}

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