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Trust Services Account Associate 2

Company: Equiniti
Location: Saint Paul
Posted on: March 17, 2023

Job Description:

Job/Project description:
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: and

EQ by Equiniti is seeking a qualified Account Associate to join our team in Mendota Heights, MN. We need a passionate and engaged individual to join our team and help us continue to drive our success forward. The ideal candidate will take initiative, seek out learning opportunities and is comfortable working in a self-directed manner. As a member of the Relationship Management Team, the Account Associate works side by side with Relationship Managers, Product Management, Sales, Operations and Legal.

Business Function

This role is the primary interface with customers of EQ Shareowner Services. This position partners with a Relationship Manager to be the face of our organization to our clients. The Account Associate role is a key function to support EQ's growth objectives and offers the individual a great opportunity for future career growth with EQ.

Core Duties/Responsibilities

The successful candidate will be responsible for the following:

  • This position is responsible for day to day client inquiries and requests, providing reports and lists.

  • Client balancing inquiries, updates in Client Authorized signer, assisting with document collection and answering/placing inbound & outbound phone calls to customers.

    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

      Education Requirements

      • BA/BS degree is preferred

      • Financial services and/or securities industry experience

        Experience Requirements

        • 3+ years of experience in one or a combination of the following: trust, financial services, legal or account management

        • Experience in communications and interactions with individuals at various levels within an organization, including but not limited to senior leaders.


          • $19.93 to $24.00

            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

Keywords: Equiniti, St. Paul , Trust Services Account Associate 2, Other , Saint Paul, Minnesota

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