Job Description

ABOUT EQ

• EQ’s Transfer Agency (TA) is an industry leading stock transfer record-keeping provider covering equity investment vehicles, including corporate equity compensation, corporate actions, initial public offerings, associated stock issuances and sub-accounting record-keeping arrangements.

• EQ is uniquely positioned among the US shareholder record-keeping provider community as a technology and service leader with a 95% client satisfaction rating and 93% shareowner satisfaction rating.

• Our people and platforms engage customers with investments, connect businesses with markets and enable organizations to grow. 

• Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, engaged and above all fun.

WHAT WE OFFER

• Great workspaces with dedicated and motivated colleagues

• A broad range of professional career and personal development opportunities

• A collaborative and respectful team environment

• Very attractive Total Rewards package consisting of competitive market pay,  comprehensive benefits including health and welfare, and generous time away and retirement wealth accumulation programs

• Encouraged paid time off to support charities and give back to your community

• EQ is 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.

THE POSITION

• EQ’s Shareowner Services Representative position is a critically important financial services role, acting as the company’s “brand ambassador” by being the front-line point of contact with our customers.

• Responsibilities include answering incoming customer phone calls inquiring about their investment accounts in a professional environment.   

• Customer inquiries will be related but not limited to numerous investment products such as transfer agent processing, employee and executive long- term incentive programs, lost property, and proxy services.

• Inquiries can be complex in nature and require the Shareowner Services Representative to be knowledgeable in a multitude of financial services areas and able to confidently address customer questions.

• The Shareowner Services Representative is a non-exempt role eligible for overtime compensation based on business needs.

• Advancement opportunities exist within Shareowner Services or EQ.

• Must be authorized to work locally and without restriction in the country where the job, for which you are applying, is based.

THE PERSONAL ATTRIBUTES AND COMPETENCIES NEEDED

• Demonstrates strong customer service orientation and the ability to satisfying customer needs

• Ability to actively listen to the customer, ask questions to gain clarity on the customers’ needs and respond in a manner that is clear, professional, succinct and friendly

• Ability to successfully execute on both written and verbal instructions in an efficient and effective manner

• Demonstrates solid detail-orientation, is curious and resourceful, highly self-motivated, and thorough

• Demonstrates very effective analytical, problem-solving, and time management skills

• Holds oneself to high quality and accuracy standards and takes accountability for their work product

• Ability to work both independently and in a team environment and network internally to research and resolve customer questions

• Through collaborative actions, foster teamwork by ability and desire to work cooperatively with others on a team, leadership and other departments

• Acceptance and flexibility to different and new ways of doing things, a willingness to modify one’s preferred way of doing things, able to switch gears throughout the day to assist with meeting critical cut-off times or high-volume spikes

• Proficiency with leveraging multi-screen workstations, using multiple software applications simultaneously, and proficiency with MS Office applications (Outlook, Word, Excel and Teams)

OUR WORKPLACE CULTURE AND ENVIRONMENT

• Business needs and customer inquiries require Shareowner Services Representatives to be flexible regarding both schedule and daily duties as both may change with little notice. 

• Flexibility to overtime hours as needed

• Shareowner Services is a fast-paced environment requiring team members to multi-task and work collaboratively toward the goal to satisfy customer needs.

• Shareowner Services Representatives will have access to varied and satisfying work every day.

REQUIRED EXPERIENCE BACKGROUND

• High school diploma or GED

• Call center, retail or other public-facing work experience

PREFERRED EXPERIENCE BACKGROUND

• Knowledge of banking principles, operations and processes

• Previous Securities Operations experience or related experience preferred such as: fiduciary, finance, financial, financial service, payment, payment management solution, personal banker, securities, security, treasury

• Previous work experience and familiarity within a financial services firm

• Associate or Bachelor degree or the equivalent combination of education, training, or work

• Experience in a heightened information security risk management and compliance environment

PHYSICAL REQUIREMENTS OF THE ROLE

• Sitting at a provided workstation most of the work shift

• Utilizing multiple computer monitors, a keyboard and a mouse most of the work shift

• Wearing a headset and speaking into an attached microphone most of the work shift

• This position will not be a remote position long-term.

• Overtime hours are required based on business needs with advance notice.

RECRUITMENT VENDOR DISCLAIMER

• EQ does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

Company Description

EQ provides creative solutions for shareowner management. We offer a range of transfer agent services that enable our clients to manage share registers, communicate with shareowners and undertake significant corporate actions – simply and effectively. Our approach is not a one-size-fits-all – it’s a targeted use of the right tactics and tools that best fit you and your market. Our commitment to quality means clients can rely on us to implement their plans, answer their questions and address their concerns with complete confidence. Over the years we’ve developed close relationships with many leading businesses in the US; now, following our acquisition by Equiniti Group plc, we look forward to doing the same on a global scale as we access new markets and build new capabilities.