Securities Services Specialist (Transaction Processing)
📋 Role Overview & Responsibilities
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ US is 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 offers 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., Astrella Private Company Solutions, Inc., and Donlin, Recano & Company, Inc. Learn more at: www.equiniti.com/us EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. This position will is fully remote and will be a temp-to-perm role supporting the Corporate Client Services (CCS) processing team. CCS processes option activity for directors, insiders, executives connected to our clients, and has direct client interactions. Essential Functions/ResponsibilitiesCCS Processors are responsible for processing client transactions in accordance with Service Level Agreements (SLA's). Monitor daily turnaround and prioritize work to ensure all items are completed appropriatelyManage email inquiries from clients, brokers, and account managers received in a shared email inbox.Manage the shared email inboxes to ensure all transactions received via email are scanned into the workflow system timely.Research, correct, and reconcile out of balances, resolve errors, and balance adjustments. Also responsible for training and providing feedback to new team members or managed resources. Skills and AbilitiesStrong communication & problem solving skillsFinancial services and/or transfer agent operations experienceAbility to comprehend moderate to complex operational processes and their interrelationshipAbility to work independently and multi-taskMust be able to demonstrate exceptional customer service and display professionalismTeam player with strong interpersonal skills and adaptabilitySelf-starter with ability to follow client request through resolutionStrong attention to detail and accuracy skillsAbility to navigate multiple computer systems, applications, and utilize search tools to find informationSuperior knowledge of Microsoft Office SuiteExperience with the IRIS workflow system, SunstarProficient use of Microsoft Office, with demonstrated capability in Word, Excel and PowerPointMust be able to effectively read, write and speak EnglishMay require the need to travel to other locations Compensation$18.50-20.00 per hour
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
Frequently Asked Questions
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This position is located in Milwaukee, WI with potential relocation and sponsorship assistance depending on candidate qualifications.
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