Equiniti

Call Center Representative

• Handle incoming and outgoing Proxy Solicitation and Information Agent calls.
• Handle a large volume of calls from an automated dialer.
• Manual research of contact information for shareholders.
• Solicit shareholder votes and accurately record voting instructions.
• Respond to shareholder inquiries using fact sheets and materials provided.
• Maintain an updated call center database by entering information.
• Produce results and maintain required performance metrics.

Bilingual Call Center Representative

Business Intelligence Analyst

• Serve as a subject matter expert (SME) in equity compensation valuation, expensing, and disclosures in accordance with ASC 718 and ASC 260
• Manage production support requests, from initial intake and triage through resolution and implementation
• Assist clients in understanding financial reporting calculations, reconciliations, expense recognition, and disclosures
• Support client reporting needs by interpreting requirements and aligning solutions with system capabilities
• Monitor account health and proactively identify and mitigate reporting risks
• Maintain development item logs and coordinate enhancements with Product and Support teams
• Produce documentation such as release notes and reporting updates for internal stakeholders
• Collaborate cross-functionally with Product, Sales, Relationship Management, and Support teams
• Support sales efforts by participating in client demos, presentations, and RFP responses
• Analyze regulatory guidance and industry trends affecting equity compensation reporting

Financial Reporting Analyst

Customer Support

• Handle incoming and outgoing Proxy Solicitation and Information Agent calls
• Handle a large volume of calls from an automated dialer
• Manual research of contact information for shareholders
• Solicit shareholder votes and accurately record voting instructions
• Respond to shareholder inquiries using fact sheets and materials provided
• Maintain an updated call center database by entering information
• Produce results and maintain required performance metrics

Bilingual Call Center Representative

Financial Reporting Analyst

Customer Service Representative, Bilingual