Business Function

Equiniti is a leading provider of technology and solutions for complex and regulated administration and payments. Our technology platforms are used by 70% of the FTSE 100, Government and other large corporates, particularly in banking, insurance and other financial services. EQ India Operations team works closely with the EQ Group functions across UK, US and Amsterdam to provide operations support to Shareholder Solutions, Pensions Solutions, Investment Services, Transfer Agency Services, Employee Benefit Solutions, KYC Operations, Customer Experience Centre, Reconciliations, and Innovation. This service is delivered from our offices in India based out of Chennai and Bangalore.

Core Duties and Responsibilities

• Carry out a range of assigned clerical / support duties ensuring prompt and accurate completion of all relevant account / data administration requirements within agreed service standards.
• Respond to a range of general standard processing enquiries referring to senior colleagues where appropriate.
• Contribute to the completion of the team s workload.
• Improve own skills as knowledge within the operational team taking opportunities to identify area for improvement to processes and service.
• Undertake duties at a similar level as required.
• Ensure compliance with Equiniti s procedures, standards and reporting requirements, together with all relevant regulatory and statutory requirements, where appropriate implementing actions to protect our business at all times.
• Always to undertake the duties of this role in accordance with the requirements of the company s Regulators, including Securities and Exchange Commission (SEC) Principles for Business.
• Complete work within the security arrangements of Equiniti. Any deliberate contravention of these procedures may lead to disciplinary procedure.
• Ensure that all work is undertaken within the quality system.
• Ensure that work and ethics comply with all security arrangements both physical and information.

Competencies and Experience

• Knowledge of stock option, restricted stock/unit .
• Excellent oral and written communication skills
• Ability to work effectively with all internal groups, clients and outside brokers
• Strong understanding of Microsoft Office applications such as Excel, Word and PowerPoint
• Strong ability to effectively solve problems through initiative, resourcefulness, creativity, self motivation, and a sense of urgency
• bachelors degree preferred
• Uses clear and concise speech to communicate effectively and confident in delivery to others
• Uses straightforward personal planning to organise own work effectively.
• Knows where to find things and adheres to deadlines
• A good understanding of specified products, routine tasks and procedures within own team, including some non-routine activities
• Where appropriate is aware of regulatory practices and constraints which impact on own work.
• Willing to work in US Shift timings.

Benefits:

• Being a permanent member of the team at EQ you will be rewarded by our company benefits, these are just a few of what is on offer:
• 3 days of additional leaves on above statutory requirement along with 2 days of voluntary leaves to pursue the CSR initiatives
• Business related certification expense reimbursement
• Comprehensive Medical Assurance coverage for dependents Parents
• Cab transport for staff working in UK US shift
• Accidental Life cover 3 times of concerned CTC

Role: Customer Onboarding - Non Voice

Industry Type: Financial Services

Department: Customer Success, Service & Operations

Employment Type: Full Time, Permanent

Role Category: Non Voice

Education

UG: Any Graduate

PG: Any Postgraduate

About the company

EQ India team provides BPO, IT development & testing and other operational support such as marketing, HR & Payroll and learning & development to various EQ Group companies and clients of EQ.

EQ India is a Centre of Excellence and we showcase integrity and openness in our dealings with our clients. A key element of culture and business practices of the EQ India is that it incorporates similar DNA and values. Our team in India manages a number of activities across various services, completing numerous transactions yearly.

A structured and robust transition plans are designed every time a new project is offshored to the business. During implementation of the project plan, a road map is adopted to complete the transition and track every milestone achieved. Once the initial transition is complete our team in Chennai work in partnership with our UK team to ensure the best customer service is maintained. Transition of any new work is formally documented. With due diligence at the heart of the transition, all new work is formally signed off through a rigorous Go- Live process.