Process Executive at Equiniti

Bengaluru, karnataka, India -

Full Time

Start Date

Immediate

Expiry Date

05 Jun, 26

Salary

0.0

Posted On

07 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Attention To Detail, Accuracy, Communication Skill, Creativity, Analytical Ability, Prioritization, Time Management, Microsoft Office Suite, Outlook, Excel, Word, PowerPoint, Digideck, Unity, Salesforce

Industry

Financial Services

Description

Management Level I JOB TITLE: Account Review Specialist REPORTS TO: Site Director FUNCTION: EQ US - Issuer & Investor Services (EQi) DATE: October 2024 JOB SUMMARY (what’s your elevator speech for the value this role provides) The Account Review Specialist (ARS) role is a role within Issuer and Investor Services that is a balance of repeatable production of similar items, but also some customization based on RM requests and client needs. The primary purpose of the role is to assist Relationship Managers by producing 90%+ of an account review document for RMs to use in client meetings. These are done in Powerpoint and in Digideck. Tasks include entering client-specific information and statistics, gleaned form various systems, inserting client specific logos and graphics of their activity. This role will be given a package of pre-approved slides from which to choose, and templates for the ‘type’ of review it is. Based on the type, that will dictate which slides to use as the starting point. These are 10-20 page presentations that include client activity, updates on EQ, and client-specific recommendations. The RMs will provide a checklist of what to include and the slides are created and approved via marketing, so it is more an assembly of them and inserting client-specific information such as their experience with call center wait times, abandoned calls, number of checks vs. ACH, etc. ESSENTIAL FUNCTIONS (4-6 specific functions) PERCENT (%) (typically > 20%) Enable RM satisfaction and retention through prompt, thorough and accurate response and production of required client materials. 75% Ensure internal compliance with EQ systems, policies, procedures and licensing of images and software. 10% Expand revenue opportunities by equipping RMs to make client-specific recommendations on things that add value to client and drive additional revenue to EQ. 10% Record all work in systems for quick retrieval and use by RMs and their clients 5% SCOPE OF JOB (budgetary, resource control, scope, and complexity of function) The ARS will be aligned with all RMs once fully onboarded. Each Relationship Manager’s assigned client portfolio will vary in terms of the number and types of clients in the portfolio as well as revenue size. Client portfolios are tiered based on a variety of factors, including client market cap, current revenue volume to EQ, future potential revenue volume, and the number of shareholders served. The ARS will produce presentations from a pre-approved set of 80-100 slides, that are used with formal account reviews with clients 2x a year on average. Will need to be able to interpret requests from RMs and their RD managers and communicate back in a collaborative and timely manner. Will take direction from the U.S.-based Relationship Directors and RMs, but will be managed in day to day tasks and administratively by local Site Director. Will need to learn Digideck and Unity, and have attention to detail. KEY CRITERIA Essential or Desirable (E or D) CONTEXT (how will this be used in the job) Qualifications and Experience Demonstrated ability to learn and use new technology systems to access information. Knowledge Microsoft office suite with an emphasis on Outlook and Excel for daily tasks and Word and Digideck Unity (Salesforce) All aspects of the role leverage this software suite. Its common in any college or workplace environment. Skills & Abilities Analytical Ability Prioritization and time management Attention to detail and accuracy Communication skill Creativity Interpret requests and think in self-directed way best way to handle the request. Used in all aspects of the job. Basics should be possessed upon entry into the role and honed to our environment over time. Carefully review documentation with requests for compliance to EQ policies. Document all activity in Unity and other systems. Basics of this should be possessed upon entry into the role. However, molding it to fit our RM and RD ‘clients’ internally, and limited written interaction with issuer clients. Includes good written correspondence with team in the U.S. Occasionally create ad hoc presentations form set slides and embellish and add to story. So will need to learn basics of TA business, EPS, OI and Proxy over time. Benefits: Being a permanent member of the team at EQ you will be rewarded by our company benefits, these are just a few of what is on offer: 3 days of additional leaves on & above statutory requirement along with 2 days of voluntary leaves to pursue the CSR initiatives Business related certification expense reimbursement Comprehensive Medical Assurance coverage for dependents & Parents Cab transport for staff working in UK & US shift Accidental & Life cover 3 times of concerned CTC 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. Our people and platforms connect businesses with markets, engage customers with their investments and allow organisations to grow and transform. Our vision is to help businesses and individuals succeed, creating positive experiences for the millions of people who rely on us for a sustainable future. We provide share registration, deliver services for reward and benefits and develop solutions for customer management in regulated industries. Our work with some of the most significant organisations in the UK and US means we engage with 29 million of their shareholders, pensioners and employees.

Responsibilities

The primary function is to assist Relationship Managers by producing 90%+ of an account review document, primarily in PowerPoint and Digideck, by entering client-specific information and statistics from various systems. This involves assembling 10-20 page presentations that include client activity, updates on EQ, and client-specific recommendations based on RM checklists.