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

Customer Service Representative, Bilingual

Chief Marketing Officer

• Partner with the CRO and Segment CEOs to define and own the global marketing vision, strategy, and multi-year roadmap aligned to company growth objectives
• Architect and execute a comprehensive brand strategy that sharpens EQ’s positioning and differentiates us in competitive, regulated markets
• Build and scale a global demand generation engine that delivers predictable, measurable pipeline and revenue impact
• Build, lead, and develop a high-performing global marketing team with clear accountability and ownership

Senior Director of Marketing

Data Analyst

• Lead oversight of all team data/reporting responsibilities ensuring high quality, efficient and on time delivery.
• As senior analyst on the team you will build supportive relationships with other members of the team and stakeholders and act as a point of contact for data/reporting related support requirements.
• Work closely with Head of function to design, plan and deliver on our data strategy for data and reporting.
• Collaborate regularity with other leads across the wider teams to resolve complex problems, ensure consistency in ways of working and cross team support is standard practice.
• Act as a point of reference to others in projects in the design and creation of data queries and, where relevant, support the productionisation of data solutions.
• Represent EQ reporting at key meetings with internal and external clients, including participation in design workshops to drive out suitable data related solutions that meet stakeholders’ requirements.
• Provide line management support to Head of function in their absence to ensure resource is fully supported and available to meet team demand.
• Lead on measuring and data/reporting team demand vs. capacity planning to ensure resourcing is suitable and opportunities to increase support to the business area identified.
• Facilitate and contribute to continuous improvement of data related processes and reporting standards within the team of data analysts.
• Champion increased levels of automated analysis and reporting, using, developing and/or obtaining the tools and skills required to achieve this.
• Escalate any risk/ issues to Head of function in the first instance where identified.
• Be a role model within the team, demonstrating appropriate behaviours and supporting others.
• Some line management responsibilities may be considered where appropriate in line with team growth.

Senior Data Analyst

Operations

• Reviewing time sensitive/complex shareholder and client documents before processing
• Ensure data is accurate before processed into the system
• May provide training or work direction to junior level staff
• Provides back-up for other operations teams as needed
• May include overtime hours, as needed, when volume increases
• Monday - Friday, 8:00 am - 4:30 pm hours

Senior Securities Operations Service

Financial Planning and Analysis

• Support the Sales team by applying standard pricing models to new and existing client proposals, guiding price negotiations and ensuring appropriate margins and cash profiles in line with internal guidance.
• Support in maintaining the corporate forecasting model, ensuring it remains accurate, robust, and up to date.
• Partner with colleagues across Finance to assess financial performance, investigate variances, and provide clear financial commentary and recommendations.
• Proactively identify and implement improvements to financial controls, processes, and reporting as part of a programme of continuous improvement.
• Develop and deliver insightful, timely commercial reporting to support members of the Senior Leadership Team and other stakeholders, with partnering responsibilities flexing as business priorities evolve.

Finance Business Partner

• Partnering across departments and business groups to ensure a superior customer experience, acting as an escalation point for representatives and business partners to resolve customer and client issues
• Provide coaching to representatives and feedback to managers
• Track and Review data and report trends to management.
• May act as subject matter expert on line of business initiatives or projects.
• May provide guidance to less experienced staff
• May act as a Peer coach or as a liaison for higher revenue clients
• Provide support and expertise to Quality Assurance Specialists and Learning and Development consultants
• May provide written correspondence and email processing support
• May assist in taking incoming calls from Shareowners during peak times