Client Service Consultant Senior Job at Equiniti
$19.93 - $24.00 an hour
Management Level
H
This position will be responsible for supporting the Private Mergers and Acquisition (PMA) team within EQ. The selected candidate will be a liaison between the CSC’s and PMA Specialist providing document review and approval of all shareholder presentments for PMA events. This individual in this position will be required to gain a thorough understanding of all requirements associated with PMA activities and the interrelated functions of other departments that are involved in the process. The selected candidate will work under minimal supervision following established procedures and exercises some judgement within guidelines. Overtime may be required due to the tight deadlines associated with the PMA Product.
Business Function
The Corporate Actions team ensures that best practices are followed for prompt transfer of records, execution of payments and quick resolution of any issues. We provide support for such events as Mergers and Acquisitions, Initial and Secondary Public Offerings, Tender Offers, Election Offers, Spin-offs, Dutch auctions, Reorganizations and Emergence from Bankruptcy. The team is based in Mendota Heights Minnesota and has 17 dedicated team members.
Core Duties/Responsibilities
The successful candidate will be responsible for the following:
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Reviewing shareholder presentments, which may include legal or court certified documents and approving or rejecting based on procedures
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Reviewing time sensitive and/or complex documents
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Work with new and existing clients, relationship managers and operations team members to present product, service or processing information
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Communicate with shareholders regarding paperwork requirements and rejects
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Analyze and resolve operational, systems related and/or customer issues
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Prepping documents to be imaged into our processing system, track and monitor paperwork and shareholder payment status
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Provide payment review and approval
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Accurately and efficiently assess customer needs, through careful listening and appropriate questioning, ensure clarity and understanding of the request or problem before offering a solution or referral
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Collaborate with team members to continuously improve and communicate processes and procedures that affect workflow and minimize risk
Skills, Capabilities and Attributes
The successful candidate will demonstrate the following experience, skills and behaviors:
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4+ years’ experience in one or a combination of the following: customer service, operations, financial services, business processing, or call center
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Financial Services and/or securities industry experience preferred
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High School diploma or equivalent
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Strong attention to detail and accuracy skills
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Strong articulate written and verbal communication skills
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Effective organizational, multi-tasking, and prioritization skills
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Must be able to work a flexible schedule, which may include overtime, during periods of high volume and when handling time sensitive events
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Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
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Ability to comprehend complex operational processes and their interrelationship
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Solid troubleshooting and problem solving skills
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Provides timely follow-up, response and resolution communications
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Experience with document review
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Ability to navigate multiple systems, applications, and utilize search tools to find information
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Proficient use of Microsoft Office, with demonstrated proficiency in Word and Excel
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Must be able to effectively read, write and speak English.
Compensation
$19.93 - $24.00
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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