Trust Services Account Associate 2

Management Level

H

EQ, Next Starts Now

We are EQ, a fintech that connects the future of capital, communications, and governance, building trust and confidence in every market we serve. Our 5,000 employees support over 20 million shareholders and 12,000 leading organizations globally. EQ’s mission is to digitize every aspect of shareholder interaction, making investments more accessible, transparent and more engaging than ever before. 
With the integration of  Notified, EQ is the only global technology partner dedicated to both public relations and investor relations solutions. 

Location:   This role will be hybrid, based out of our Mendota Heights, MN or Milwaukee, WI office.

Role Summary

EQ by Equiniti is seeking a qualified Account Associate to join our team.   We need a passionate and engaged individual to join our team and help us continue to drive our success forward.   As a member of the Relationship Management Team, the Account Associate works side by side with Relationship Managers, Product Management, Sales, Operations and Legal.

In addition, this role will also support an Executive level position at EQ for a portion of the day, equating to 25% of the tasked overall duties. Those duties will include coordination of meetings and travel, completing expense reports, office service tasks such as ordering supplies, and other responsibilities as assigned by the Executive.

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 25 to 35 corporate clients

• Answering/placing inbound & outbound phone calls to customers.

• 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

The successful candidate will demonstrate the following experience, skills and behaviors:

• 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 

Compensation

• Compensation is in the range of $21-25/hour and is commensurate with experience and location.

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.