Trust Services Account Associate 2
About The Position
EQ by Equiniti is seeking a qualified Account Associate to join their team. This role is part of the Relationship Management Team and will work closely with Relationship Managers, Product Management, Sales, Operations, and Legal. A significant portion of the role (25%) will involve supporting an Executive-level position, including coordinating meetings and travel, completing expense reports, and managing office supplies. The company, EQ, is a fintech that connects capital, communications, and governance, aiming to digitize shareholder interactions and make investments more accessible and transparent. With the integration of Notified, EQ offers both public relations and investor relations solutions, supporting over 20 million shareholders and 12,000 organizations globally.
Requirements
- 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
Responsibilities
- 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
- Coordination of meetings and travel for an Executive
- Completing expense reports for an Executive
- Office service tasks such as ordering supplies for an Executive
- Other responsibilities as assigned by the Executive
Benefits
- health insurance
- dental insurance
- vision insurance
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
