Customer Experience Executive
About the job
- Excellent communication skills, including strong phone and verbal communication and active listening.
- Proven experience in a customer support role.
- Ability to meet targets for accuracy, quality, volume, and agreed service levels.
- Familiarity with customer relationship management systems and practices.
- Basic understanding of data protection principles and knowledge of anti-money laundering.
- Customer focus and adaptability to different personality types.
- Ability to multitask, set priorities, and manage time effectively.
- Adherence to procedures and regulations.
- Willingness to contribute to the team beyond immediate tasks.
- Answer inbound calls and emails from shareholders and assist with their queries within agreed service standards.
- Answer inbound calls from shareholders and assist them with buying or selling shares within agreed service standards.
- Respond to basic queries and refer them to senior colleagues where appropriate.
- Contribute to completion of the team’s workload.
- Improve skills and knowledge within the operational team and identify areas for process and service improvement.
- Undertake duties at a similar level as required.
- Ensure compliance with company procedures, standards, reporting requirements, and relevant regulatory and statutory requirements.
- Undertake duties in accordance with the requirements of the company’s regulators.
- Complete work within the company’s security arrangements.
- Ensure all work is undertaken within the quality system.
- Ensure work and ethics comply with physical and information security arrangements.
- Comply with scheduled breaks to keep the process within service-level agreements.
- Follow the respective United Kingdom business holiday calendar.
About the company
Equiniti provides financial administration and technology services for businesses, including share registration, pension administration, employee share plans, and digital regulatory solutions. It processes and securely manages data on shareholders, pensions, and regulated transactions, delivering records and reporting through integrated software and outsourcing. It differentiates itself by its scale, end-to-end services across multiple financial administration functions, and a global reach formed from a private-equity spin-off, a public listing, and a later combination with AST. Its goal is to help organizations efficiently manage ownership records, pensions, employee incentive programs, and regulatory compliance at scale.
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
London, United Kingdom
Founded
1956
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Simplify's Take
What believers are saying
- September 2026 coalition members include Alpaca, Apex Fintech, and DriveWealth.
- Equiniti serves nearly 3,000 issuer clients and 20 million shareholders today.
- Siris keeping EQRS, EQCR, and Lenvi funds focused investment in core businesses.
What critics are saying
- Bullish's $4.2 billion acquisition still needs approvals before January 2027 closing.
- Issuer Sponsored Token Coalition is non-binding, so commercial adoption remains uncommitted.
- Computershare and Broadridge can outspend Equiniti, leaving tokenization a slow, existential bet.
What makes Equiniti unique
- Equiniti remains the legal shareholder register for millions of investors globally.
- June 2026 Real Time Analytics gives issuers 15-minute ownership visibility.
- Bullish partnership links Equiniti's registry infrastructure to regulated tokenized securities issuance.
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Benefits
401(k) Retirement Plan
401(k) Company Match
Mental Health Support
Employee Discounts
Flexible Work Hours
Paid Vacation
Paid Holidays
Performance Bonus
Company News
Bullish and Equiniti form coalition for issuer-backed tokenized stocks. September 26, 2026 Bitcoinist general Positive Bullish and Equiniti have officially launched the Issuer Sponsored Token Coalition, a landmark initiative to establish industry-wide standards for tokenized public securities, with founding participants Alpaca, Apex Fintech Solutions, and DriveWealth already on board. The coalition's formation represents one of the most structured collaborative efforts yet to bring regulated, issuer-backed tokenized stocks into mainstream financial markets, targeting the critical infrastructure layers of issuance, trading, settlement, and custody. Tokenized equities and real-world asset (RWA) tokenization have emerged as among the hottest narratives in crypto heading into 2025, with major financial institutions racing to define operational and compliance frameworks before regulatory clarity fully crystallizes. Bullish, the crypto exchange backed by significant institutional capital, pairs with Equiniti - a leading shareholder services and registrar firm - to bridge the gap between traditional equity markets and blockchain-based securities issuance. For traders and investors following tokenized stock platforms, digital securities regulation, and RWA blockchain projects, this coalition could set the compliance and technical benchmarks that shape the entire sector. The inclusion of DriveWealth and Apex Fintech Solutions points to ambitions that extend to retail investor access, not solely institutional-grade pipelines. Keep a close watch on which public securities receive initial tokenization pilots and whether the coalition engages U.S. SEC or international regulators as formal standards are drafted. Bullish and Equiniti have created the Issuer Sponsored Token Coalition to develop standards for tokenized public securities. Early participants include Alpaca, Apex Fintech Solutions and DriveWealth.
Bullish, Equiniti build tokenized securities model around shareholder records. The planned $4.2 billion acquisition would combine Bullish's digital-asset exchange with Equiniti's transfer-agent infrastructure and shareholder records. By John Kim Published Sep 24, 2026, 4:19 PM EDT Bullish and Equiniti are building an issuer-sponsored tokenization model that connects blockchain-based trading with official shareholder records, combining faster digital settlement with the legal framework used for conventional shares. Under the model, Equiniti's shareholder register remains the legal record of ownership. Blockchain provides a digital representation of the shares and supports automated processing, faster transfers and trading outside conventional business hours. The structure is designed to operate alongside traditional shares, brokers, custodians and existing market infrastructure. Bullish announced Aug. 12 that market participants had traded tokenized BLSH shares on Bullish Exchange, a digital-asset exchange regulated by the Gibraltar Financial Services Commission. The tokens gave holders direct share ownership and the same legal standing as conventional shareholders. The trades settled against a U.S. dollar stablecoin. The exchange operates 24/7 with near-instant settlement, extending access beyond the operating hours of traditional securities markets. The strategy is tied to Bullish's planned acquisition of Equiniti in a transaction valued at approximately $4.2 billion. The deal includes $1.85 billion of assumed debt and about $2.35 billion in Bullish stock. Equiniti serves nearly 3,000 issuer clients, supports 20 million shareholders and processes $500 billion in annual payments. Bullish would contribute its exchange and tokenization infrastructure to the combined business, while Equiniti would provide transfer-agent operations and issuer relationships. "Bullish is assembling the full complement of services required to tokenize equities: the regulated exchange, the tokenization technology, and the transfer agent," Bullish CEO Tom Farley said. Issuer-sponsored tokenization places the issuing company and its transfer agent at the center of the ownership record. That distinguishes the structure from a third-party token designed only to track a stock's price. The transaction is expected to close in the first quarter of 2027, subject to regulatory approvals and other customary closing conditions.
Bullish, Alpaca and Apex Fintech form coalition to push issuer-backed tokenized stocks. The group aims to link onchain shares to official shareholder records following the U.S. SEC's innovation exemption for tokenized stock trading. 2 hours ago * Bullish, Equiniti, Alpaca, Apex Fintech Solutions and DriveWealth teamed up to form an industry group focused on issuer-sponsored tokenized securities. Bullish (BLSH), Equiniti, Alpaca, Apex Fintech Solutions and DriveWealth have formed a new industry group focused on building standards for tokenized securities that remain directly tied to the companies that issue them. The Issuer Sponsored Token Coalition, unveiled on Thursday, was convened by CoinDesk parent company Bullish and Equiniti, a shareholder-services and market-infrastructure firm that is being acquired by the crypto platform. The group said they plan to work on technical standards, settlement, custody and ways to move securities between traditional market infrastructure and blockchain networks. Its main focus is issuer-sponsored tokenization, in which a tokenized share would be linked to a company's official shareholder register. That structure is designed to preserve rights such as voting, dividends and participation in corporate actions. The distinction has gained attention as firms roll out products that offer stock exposure without always giving holders direct ownership of the underlying shares. A recent dispute between AMC Entertainment CEO Adam Aron and Robinhood highlighted that issue, centering on whether synthetic or tokenized products may leave investors with economic exposure to a stock but without the same legal rights as registered shareholders. Issuer-sponsored models aim to narrow that gap by tying the token directly to the issuer's records. "The architecture we establish now matters and that is why we are bringing together this group of leading firms to chart the course," said Tom Farley, CEO of Bullish. Alpaca said it plans to contribute to interoperability between traditional securities and onchain markets through its Instant Tokenization Network. "Tokenization creates an opportunity to connect issuers and investors in ways that weren't possible with traditional market infrastructure," said Arush Sehgal, head of digital assets at Alpaca. "Getting it right means preserving shareholder rights and ensuring onchain markets remain connected to the markets they're built on. Apex Fintech Solutions, which provides infrastructure for broker-dealers and other financial firms, said the group could help establish standards that enable tokenized markets to connect with existing systems. The coalition said its work follows last week's U.S. Securities and Exchange Commission exemption allowing limited onchain trading of U.S.-listed equities under certain conditions. AI Disclaimer: Parts of this article were generated with the assistance from AI tools and reviewed by its editorial team to ensure accuracy and adherence to its standards. For more information, see CoinDesk's full AI Policy. As stablecoins move into regulated finance, APAC is becoming a key proving ground. This report maps the region's rules, use cases, and RLUSD's role. Sep 15, 2026 Commissioned by Ripple Why it matters: As stablecoins move into regulated finance, APAC is becoming a key proving ground. This report maps the region's rules, use cases, and RLUSD's role.
Target Group appoints former Equiniti chief Paul Lynam to board. Published on 25 August 2026 Target Group has appointed financial services veteran Paul Lynam as a non-executive director. Lynam (pictured) has more than 35 years of experience in banking and financial services, including spells as chief executive of Equiniti Group and Secure Trust Bank. He previously spent more than two decades at NatWest and RBS, where he led several business divisions through periods of growth and restructuring. Lynam has also held a range of board and governance roles, alongside teaching, examining and other activities intended to support professional development in financial services. Lynam said: "I am delighted to be joining the Board of Target Group at such an exciting time for the business. Target has built a strong reputation across financial services, combining deep industry expertise with innovative technology and operational excellence. "I look forward to working with the Board and leadership team to support the company's continued growth and success." Shashi Bhat, chair of the board at Target Group, said: "Following a rigorous selection process and consideration of a number of outstanding candidates, the Board was unanimous in its view that Paul was the right person to join Mortgage Soup. "His extensive experience of scaling organisations, leading through transformation and operating across multiple markets will bring significant value to both the Board and the wider business. "I look forward to working closely with Paul as we continue to build on Target's success and deliver the next phase of our growth journey." Pete O'Connor, chief executive officer of Target Group, said: "Mortgage Soup is delighted to welcome Paul to the board. He brings a wealth of experience across financial services, a strong track record of leading organisations through change and growth, and valuable insight into the opportunities and challenges facing its sector. "We look forward to benefiting from his expertise and perspective as we continue to deliver for our clients, colleagues and partners."
Siris to acquire Equiniti's Retirement Solutions, Customer Resolutions and Lenvi businesses. Transaction to be Completed in Parallel with the Closing of Equiniti's Previously Announced Sale to Bullish WEST PALM BEACH, Fla., July 24, 2026 /PRNewswire/ - Siris (together with its affiliates, "Siris"), a leading private equity firm focused on control investments in mission-critical services businesses, today announced that it has elected to exercise its option to maintain ownership of EQ Retirement Solutions ("EQRS"), EQ Customer Resolutions ("EQCR") and Lenvi from Equiniti ("EQ"). The three businesses provide essential services to UK pension schemes, financial institutions and corporate clients. The transaction follows Siris's previously announced agreement to sell EQ to Bullish (NYSE: BLSH), under which Siris retained the option to acquire these businesses. It is expected to be completed in parallel with the closing of EQ's previously announced sale to Bullish in January 2027, subject to customary closing conditions and required regulatory approvals. EQRS is a leading provider of outsourced pension administration services and proprietary administration software, including its Compendia platform, supporting more than 10 million members and £10 billion in annual payments for many of the UK's largest public and private sector pension schemes. EQCR helps financial institutions and other regulated businesses manage customer and complaints resolution, combining specialist staffing and technical expertise with proprietary case management software. Lenvi provides loan servicing software, standby servicing and fraud detection software for banks and non-bank lenders, with more than £100 billion of credit assets managed on behalf of over 150 lenders through its FCA-regulated platform. Siris has owned EQ since 2021 and has invested significantly in the three businesses during that period. Under renewed and dedicated Siris ownership, the businesses will further accelerate investment in technology, including AI-enabled administration capabilities, onboarding capacity and enhanced member experience, while maintaining continuity of service for clients. "Maintaining ownership of EQRS, EQCR and Lenvi will establish these businesses as a dedicated platform within our portfolio, with a clear mandate to invest in their growth," said Frank Baker, Co-Founder and Managing Partner, and Grant Weisberg, Principal, at Siris. "We have seen firsthand the strength of these assets, the quality of their teams and the opportunities ahead for them. As a standalone platform with dedicated focus and resources behind them, these businesses will be well positioned to accelerate their momentum and create long-term value for all stakeholders in this next chapter." About Siris Siris is a leading private equity firm focused on control investments in mission-critical services businesses. Based in West Palm Beach, Florida, Siris has deployed more than $9 billion of equity capital since inception. www.siris.com. Media Contact Madeline Jones / Kate Kelley Joele Frank, Wilkinson Brimmer Katcher [email protected] (212) 355-4449