EPS Relationship Manager United Kingdom
Equiniti
Full Time
United Kingdom
10.56 - 12.04 GBP Today
Job description
Management Level
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:
www.astfinancial.com
and www.equiniti.com/us
PURPOSE OF POSITION
The Relationship Manager- EPS is responsible for overseeing all client portfolios specifically assigned to them. They will work to
ensure client deliverables are managed and addressed as outlined and contracted in each client relationship profile.The
Relationship Manager-EPS is expected to develop strong cross functional relationships at the Senior Management level of our
clients’ organizations to effectively identify and capitalize on all business opportunities. They are responsible for proactively
following up on all requests and managing both client requests and AST business objectives as outlined by Sr. Leadership.
ESSENTIAL DUTIES & RESPONSIBILITIES
The Relationship Manager- EPS is responsible for overseeing all client portfolios specifically assigned to them. They will work to
ensure client deliverables are managed and addressed as outlined and contracted in each client relationship profile.The
Relationship Manager-EPS is expected to develop strong cross functional relationships at the Senior Management level of our
clients’ organizations to effectively identify and capitalize on all business opportunities. They are responsible for proactively
following up on all requests and managing both client requests and AST business objectives as outlined by Sr. Leadership.
ESSENTIAL DUTIES & RESPONSIBILITIES
- Responsible for managing and retaining client relationships
- Independently execute client visits and perform service reviews
- Responsible for increasing client satisfaction and references
- Ability to construct and negotiate contracts and ensure contract accuracy
- Ensure that collection activity is executed within own book of clients, as outlined in client contracts (30/60/90 days)
- Responsible for overseeing corporate actions such as stock splits, tenders, and mergers.
- Ensure optimization with client relationships to maximize revenue opportunities
- Create and keep current account plans and keep client contracts current
- Utilize SalesForce to keep each Client Profile current and accurate
- Address customer concerns and complaints in timely and accurate manner
- Create plans to address clients’ business needs
- Schedule regular meetings as needed with clients to ensure satisfaction
- Act as point of contact for complaints and escalate issues as appropriate
- Bachelors Degree required with 5-10 years of experience in Employees Plan as a Service Manager or Relationship
- Customer service-focused individual with excellent written and verbal communication skills
- Effective organizational, time management and prioritization skills
- Ability to communicate complex information to clients in a simple manner
- Strong relationship building skills and ability to establish rapport and trust with clients
- Intermediate proficiency in Microsoft applications (Word, Excel and PowerPoint)
- Some business travel required
- Attention to detail
- CEP certification an asset
- SME on stock option, restricted stock/unit and performance awards and ESPPs
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.
Covid Policy
EQ 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.
