ADR Account Manager Trust Services

Management Level

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.

Role Summary

In this role, you will assist in supporting and fostering a positive relationship with J P Morgan while providing top-tier service.

EQ by Equiniti is seeking a qualified Account Manager 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.  This is a fast-paced, client-focused role with visibility throughout the organization.  To be successful an individual needs to be analytical as well as have a strong ability in project management and executive management style communication.  The career path for this role is varied.

Core Duties/Responsibilities

The successful candidate will be responsible for the following:

• Participate in and/or lead planning meetings with all parties, which can include EQ operational teams, JP Morgan clients, internal and external counsel, etc.
• Coordination, planning, and partnership to meet the client’s SLA transaction timing and goals for top tier service to the client and its shareholders
• Reading and interpreting moderately complex trust and other legal documents to identify EQ’s administrative requirements and responsibilities
• Consultation with and/or provide guidance to internal partners during analysis phase
• Balancing and prioritizing client transaction events to ensure success
• Internal transaction event communications to impacted EQ business groups
• Participation in corporate action and initial public offering closings; may independently close deals
• Coordinate response to state unclaimed property audits and other client activities as needed
• Collect delinquent fees as needed
• Ensures compliance with regulatory and risk management policies
• Acts as a resource to newer Account Managers
• Complete all ADR Transactions impacting the client including, but not limited to cash dividends, name changes, ratio changes, reverse stock splits, sale of rights, special RADR issuances, and stock distributions.  
• Complete New Installations for sponsored and unsponsored
• Draft internal and external letters and documents
• Ensure proactive responsiveness to JP Morgan and if applicable, their clients
• Foster & maintain internal and external relationships to facilitate all assigned duties and responsibilities
• Troubleshoot and resolve client concerns

Skills, Capabilities and Attributes

The successful candidate will demonstrate the following experience, skills and behaviors:

• Account management and/or customer service experience
• Experience reading and interpreting legal documents
• Solid 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
• Extensive math skills
• Excellent verbal, written, and interpersonal communication skills
• Effective organizational, multi-tasking, and prioritizing skills
• Intermediate Microsoft Office (Word, Excel, and Outlook) skills
• Ability to instruct others
• Ability to interact with all levels of an organization   
• Comfortable and able to manage through change
• Must be able to effectively read, write and speak English
• May require the need to travel to other locations
• Willing and able to work extended hours as needed, including the possibility of late night transaction expirations/closings

Experience requirements

• 5+ years of experience in one or a combination of the following: trust, financial services, legal or account management
• Experience / familiarity with the mechanics of complex corporate actions and with transfer agent knowledge
• Experience in communications and interactions with individuals at various levels within an organization, including but not limited to senior leaders and corporate counsel
• Experience with public and private corporate action transactions such as mergers, acquisitions and spinoffs is desired; escrow experience is also desired.
• Working knowledge of American Depositary Receipts

Compensation: $90,000 - $93,000

Equal Opportunity Statement

We are an equal opportunity employer and make employment decisions without regard to race, creed, religion, national origin, sex (including pregnancy, gender identity, and sexual orientation), parental status, marital status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, status with regard to public assistance, or any other characteristic protected under federal, state, or applicable local law.