Management Level
EQ is a leading international provider of shareholder, pension, remediation and credit technology. With over 5,000 employees, it supports 37 million people in 120 countries. EQ’s purpose is to care for every customer and simplify every transaction, delivered with less of an impact on the environment. In December 2021 EQ formally moved into private ownership by affiliates of Siris Group Capital, LLC.
EQ and AST have joined forces. Together, EQ and AST in the U.S. are 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 and AST together offer 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., AST Private Company Solutions, Inc., and Donlin, Recano & Company, Inc. Learn more at:
www.astfinancial.com
and
www.equiniti.com/us
PURPOSE OF POSITION
Client facing position performing numerous operational tasks. Responsible for processing of events (Restricted Stock vestings, Employee Stock Purchase Plan allocations, Dividends) and all client requests pursuant to these events.
ESSENTIAL DUTIES & RESPONSIBILITIES
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Perform day-to-day client service delivery to US (Equity Plan Solutions) clients, including restricted stock vestings, Employee Stock Purchase Plan allocations, dividends, and database maintenance-as directed
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Ensure procedure manuals are updated on an ongoing basis-change to update procedures as directed
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Ensure behavior ties in w compliance rules and policies, procedures and regulatory requirements
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Ensure identified special clients get needed escalated attention
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Monitor client requests via Client Service Manager Mailbox
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Support annual EPS tax processing as needed
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Attend client meetings as needed
POSITION REQUIREMENTS
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Associates Degree or higher or 1-3 years experience in a customer service position
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Intermediate level proficiency with Microsoft Office Suite-Word, Excel, Powerpoint
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Organization & Detail Oriented: Strong organizational skills and attention to detail.
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Working under pressure: Poised, works well under pressure and accomplishing short- and long-term deadlines with a heavy workload
Preferred
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Knowledge of equity compensation platform
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Communication: Effective written, verbal and listening skills
Compensation
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.
Covid Policy
EQ is committed to providing and maintaining a workplace that is free from known health hazards. Employees hired into client facing roles or those requiring business travel, may be required to be vaccinated against COVID depending on client requirements and travel restrictions. All current and future EQ employees are required to adhere to all health, safety and environmental policy and procedure requirements as a condition of employment.