Client Services Associate

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 Client Services 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 Client Services Associate works side by side with Relationship Managers, Product Management, Sales, Operations and Legal.

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.
  

We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.

Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks