Official Specifications
Role Overview & Mandate
Executive Summary
Management Level EQ is a leading international provider of shareholder, pension, remediation and credit technology....
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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
Role Summary
The Relationship Manager is responsible for overseeing a book of client portfolios assigned to them. RMs are expected to work at ensuring client deliverables are managed & addressed as outlined in contracts for each client relationship profile.
Relationship Managers are expected to develop strong cross functional relationships at the peer level of our clients’ organizations to effectively identify and capitalize on all business-related opportunities.
Relationship Managers are responsible for proactively following up on all requests and managing both client requests and AST business objectives outlined by Senior Leadership.
Core Duties/Responsibilities
The successful candidate will be responsible for the following:
- Ability to execute client visits in partnership with a Team Leader and perform service reviews to ensure clients satisfaction
- Attend annual meetings as an inspector of election utilizing outlined protocol and become knowledgeable of the requirements of an inspector of election
- Some knowledge of Corporate Actions processes such as: reverse splits, tenders, subscriptions and Rights agreements
- Prioritize receivables to ensure collection activity is executed as outlined in client contracts (30/60/90 days)
- Maintain consistent communication with Operations to ensure client requests are processed in a timely fashion
- Ensure the creation and maintenance of all account plans
- Manage and respond to all client inquiries and correspondence in close partnership with TA Operations Teams
- Ensure optimization client relationships to maximize revenue opportunities and create visibility for the AST brand
- Take proactive steps to gain product knowledge and support the facilitation of upsells
- Utilize software to keep each client profile current and accurate
- Drafting internal and external letters and documents
- Ensures proactive responsiveness to clients
- Fosters & maintains internal and external relationships to facilitate all assigned duties and responsibilities
- Ability to troubleshoot and resolve client concerns
- Recommend and implement service enhancements, developments or solutions to meet customer needs beyond our standard service offerings.
Skills, Capabilities and Attributes
The successful candidate will demonstrate the following experience, skills and behaviours:
- Bachelor’s Degree or 1 – 3 years in a client services role
- Excellent customer service skills
- Strong time management skills with ability to prioritize client request by urgency level
- Experience reading and interpreting basic legal documents
- Strong analytical skills with high attention to detail and accuracy
- Effective organizational, multi-tasking and prioritizing skills
- Ability to work in a fast-paced deadline driven environment
- May require the need to travel to other locations.
- Intermediate level proficiency in MS Office suite
Compensation
- $125,000-135,000 per year
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.
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