Account Manager - Mendota Heights, United States - Equiniti

Equiniti Mendota Heights, United States

1 month ago

Regular, Full time

Description

***This role is on-site--must be located near Mendota Heights, MN***

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 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:

EQ by Equiniti is seeking a qualified Trust Services 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

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

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.

Compensation: $ $23.00

Accounting Manager

3 weeks ago

Minnesota Bankers Association Saint Paul, United States

10 Firestone Dr Ste 200Mankato, MN Job Description · Are you looking to join a team that has shaped United Prairie Bank to be a Top Workplace of choiceUnited Prairie Bank is hiring an Accounting Manager in our Mankato Location. This position is full-time, Monday – Friday, locate ...
Account Manager

6 days ago

Brenntag Saint Paul, United States

Our team in St. Paul currently has an opening for a Account Manager · YOUR ROLE & RESPONSIBILITIES · Job Summary: · Account Managers are responsible for managing the overall sales efforts in their assigned territory to maximize sales and profit. They must utilize frequent fa ...
Accounting Manager

3 weeks ago

BGSF Saint Paul, United States

Searching for a new consulting opportunity? Our firm, BGSF, is seeking Accounting Managers open to contract engagements within the greater Houston area. This individual will be responsible for overseeing the General Accounting Department: supervising AP, AR, Payroll , and General ...
Accounting Manager

3 weeks ago

Sansom Consulting Saint Paul, United States

Accounting Manager - Manufacturing Experience\- 1 Direct Report\- Growth Opportunity\- Well Established Company - near University Ave and 280 in St PaulPay: · $80, $90,000.00 per yearOur client is looking for an Accounting Manager who has manufacturing accounting experience. Thi ...
Accounting Manager

3 weeks ago

Deacon Recruiting Saint Paul, United States

Job Description · Accounting Manager · Location: San Antonio · Why this company:Beautiful office campus and team that's like familyOrganization that invests in people; a place to work for years to comeOpportunity to work with tenured accounting experts and serve unique high ne ...
Account Manager

1 day ago

Nick DeVries - State Farm Agent Eagan, United States Full time

Account Manager - Full-Time In Office · After over a decade of continuous growth and successful service to the Twin Cities Metro/Eagan Community, we are seeking to expand our exceptional team. We are in search of a motivated and competitive Producer with the ability to identify o ...
Accounting Manager

2 weeks ago

Short Elliott Hendrickson, Inc Saint Paul, United States

Job Description · Job DescriptionImagine being an employee-owner of a company guided by engaged and empowered team members like yourself. Where a culture of respect, flexibility, and accountability aren't just ideals - they're our foundation, and diverse backgrounds and perspecti ...
Remote Accounting Manager

3 weeks ago

PSG Global Solutions Saint Paul, United States

We're looking for a · Remote Accounting Manager , working in · Banking/Finance · industry in · Minnesota, United States . · Responsible for the implementation of new accounting standards to endure efficiency, integrity, and complianceEnsure accounting is completed timely, ac ...
Account Manager

1 week ago

Betty Saint Paul, MN, United States

Betty is a fully integrated creative agency devoted to building better. Someone who prioritizes creating remarkable work, strengthening client relationships, contributing to agency growth, and building consumer experiences for an increasingly multicultural and global world. · Be ...
Project and Account Manager

3 weeks ago

PLAUDIT DESIGN. Saint Paul, United States Full time

With over 25 years of expertise, Plaudit specializes in website design, site management, and Internet marketing. We pride ourselves on delivering exceptional service and growing long-term business partnerships with our clients, resulting in years of mutual success. · We seek a dy ...
Accounting Manager

4 hours ago

American Engineering Testing Inc Saint Paul, United States

Job Description · Job DescriptionJob Summary · The Accounting Manager at AET will oversee the daily operations of the accounting department, manage the preparation of financial reports, and ensure that all financial transactions comply with legal and company regulations. This pos ...
Accounting Manager

1 day ago

Sansom Consulting Saint Paul, United States

Job Description · Job DescriptionAccounting Manager - Manufacturing Experience · 3 Direct Reports · Growth Opportunity · Well Established Company - near University Ave and 280 in St Paul · Pay: $80, $90,000.00 per year + Benefits · Our client is looking for an Accounting Manager ...
Account Manager

2 days ago

Dan Reichert - State Farm Agent Saint Paul, United States

Job Description · Job DescriptionBenefits:401(k) matching · Bonus based on performance · Competitive salary · Paid time off · ROLE DESCRIPTION: · As an account manager for Dan Reichert State Farm, you are vital to our daily business operations and customers success. You grow our ...
Account Manager

3 weeks ago

Tom Buckholt - State Farm Agent Saint Paul, United States

Job Description · Job DescriptionROLE DESCRIPTION: · Tom Buckholt - State Farm Agent is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Account Manager - State Farm Agent Team Membe ...
Account Manager

1 week ago

Sarah DeBruin - State Farm Agent Saint Paul, United States

Job Description · Job DescriptionPosition OverviewI am seeking dynamic insurance professionals for the office of Sarah DeBruin - State Farm Agent who are interested in helping my business grow through value based conversations and remarkable customer experience. If you are a moti ...
Account Manager

3 weeks ago

Deborah Anderson - State Farm Agent Saint Paul, United States

Job Description · Job DescriptionBenefits:401(k) matching · Bonus based on performance · Competitive salary · Dental insurance · Health insurance · Opportunity for advancement · Paid time off · ROLE DESCRIPTION: · As a Marketing Representative for The Anderson Agency State Farm, ...
Accounting Manager

2 weeks ago

blueStone Staffing Solutions Inver Grove Heights, United States

Location: Inver Grove Heights, MN · Type: Contract · Job #10300 · Salary: $ $66.00 Per Hour · Apply Now · Our client is a Fortune 100 company seeking an experienced Accounting Manager, ready to show off their skills and become a part of a great, growing team · What you'll be ...
Account Manager

1 week ago

Nick DeVries - State Farm Agent Eagan, MN, United States

Bonus based on performance · Training & development · Account Manager - Full-Time In Office · After 14 years of continued growth and successfully serving the Twin Cities Metro/Eagan Community we are looking to add to our outstanding team We are looking for a driven, competitiv ...
Associate Account Manager

3 weeks ago

CVS Pharmacy, Inc. Saint Paul, United States

To support the service and administration of Aetnas products to achieve profitable growth. This will be achieved through the development of strong relationships and execution of processes and workflows that effectively meet customer and Plan Sponsor Account Manager, Health, Assoc ...
Corporate Account Manager

3 weeks ago

Ecolab Saint Paul, United States

The Corporate Accounts Manager (CAM) is responsible for managing a global $10M+ total portfolio (base + target) of corporate accounts customers within the pharmaceutical and personal care manufacturing industry and prospecting new customers within the Life Sciences Division. The ...