Trust Services Account Associate 2

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 and AST have joined forces. Together, EQ and AST in the U.S. are 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 and AST together offer 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., AST Private Company Solutions, Inc., and Donlin, Recano & Company, Inc. Learn more at: and are seeking a qualified Account Associate to join our team. We need a passionate and engaged individual to join our team and help us continue to drive our success forward. 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. This position is responsible for 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. Core Duties/Responsibilities The successful candidate will be responsible for the following:Strong project management, analytical, decision making and problem solving skillsCustomer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutionsExcellent verbal, written, and interpersonal communication skillsEffective organizational, multi-tasking, and prioritizing skillsSkills, Capabilities and Attributes The successful candidate will demonstrate the following experience, skills and behaviors:Ability to work independently, proactively, innovatively, and creatively while exercising sound judgmentAbility to navigate multiple computer systems, applications, and utilize search tools to find informationStrong time management and analytical skills with high attention to detail and accuracyIntermediate Microsoft Office (Word, Excel, and Outlook) skillsSolid problem solving and decision making skillsAbility to interact with all levels of an organizationEducationBA/BS degree is preferredFinancial services and/or securities industry experienceLI - GM1Equal Opportunity StatementWe 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.Covid PolicyEQ is committed to providing and maintaining a workplace that is free from known health hazards. Employees hired into client facing roles or those requiring business travel, may be required to be vaccinated against COVID depending on client requirements and travel restrictions. All current and future EQ employees are required to adhere to all health, safety and environmental policy and procedure requirements as a condition of employment.

Created: 2025-10-04