Randstad Sourceright in partnership with a top financial client "Equiniti" are actively seeking a Share-owner Services Associate to join their team in the Saint Paul metro area.
Share-owner Services Associate
What is Equiniti?
EQ provides creative solutions for shareowner management. We offer a range of transfer agent services that enable our clients to manage share registers, communicate with shareowners and undertake significant corporate actions – simply and effectively.
High Level Summary
The Share-owner Services Associate is a vital member of our Shareowner Services team, responsible for taking incoming phone inquiries and providing assistance to shareowners in a timely, efficient, and professional manner. The nature of inquiries received range from simple to complex and pertain to assisting shareowners and other callers with account related service, including instructions and information needed in order to complete various transactions.
Responds to phone inquiries in a timely, efficient, and professional manner
Provides assistance to shareowners and other callers by acknowledging and answering inquiries, addressing issues, and providing resolution within established standards. Typical inquiries received include, but are not limited to:
Transfer requests and requirements
Acquisitions and mergers
Responds to online inquiries and information requests to complete account transactions · Initiates transactions such as sales and lost securities replacement
Performs research during and after calls as needed to resolve problems and inquiries
May act as a back-up for inquiries from higher revenue and contractual clients · Documents call notes and ensures key data is accurately captured
Follows up on calls when inquiry is not immediately resolved during the call
Escalates calls to next level as appropriate Consistently adheres to call quality standards, productivity standards, adherence standards, and Risk and Compliance requirements
Integrates feedback and lessons learned to continually improve customer service
Complies with all Company policies, including but not limited to, attendance, attire, and data security
College degree or equivalent professional work experience in lieu of a degree
High School or Equivalent required
Excellent communication and telephone skills a must
Minimum of one year of High Touch Customer Service required
Proficient use of Microsoft Office, with demonstrated capability in Outlook, Word, Excel and typing skills
Must be able to effectively read, write and speak English
Must be able to; accurately perform basic math calculations including percentages.
Previous Call Center experience preferred but not required
Previous experience in Financial Service Industry preferred but not required
Please APPLY & EMAIL your most updated resume to firstname.lastname@example.org