Customer Experience Executive
Equiniti
Customer Experience Executive
Equiniti
Global financial administration and technology provider
Management Level
ITeam : CEC - US Reports to: Team Leader
To assist shareholders buying and selling shares in accordance with predetermined procedures and service standards under appropriate guidance and direction. Also supporting customer queries.
EQ India Operations team work closely with the EQ Group functions across UK, US and Amsterdam to provide operations support to Shareholder Solutions, Pensions Solutions, Investment 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.
§ Answer inbound calls, emails from Shareholders and assist them with their queries within the agreed service standards.
§ Answer inbound calls from Shareholders and assist them to buy or sell shares within the agreed service standards.
§ Respond to basic queries 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.
§ 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.
§ Your breaks will be scheduled and you are expected to comply with them, to ensure the process is always within Service Level Agreements.
§ You will be following the respective US business holiday calendar.
The candidate should demonstrate the following experience, skills and behaviours:
§ Excellent communication skills; Strong phone and verbal communication skills along with active listening.
§ Should be able to work in US shifts.
§ Proven experience in a customer support role
§ Meeting targets for accuracy, quality, volume and agreed service levels
§ Familiarity with CRM systems and practices
§ Basic understanding of data protection principles and knowledge in AML
§ Customer focus and adaptability to different personality types
§ Ability to multi-task, set priorities and manage time effectively
§ Adherence to procedures and regulations.
§ Demonstrate willingness to contribute to team beyond own immediate tasks
We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks.
Equiniti provides financial administration and technology services for businesses, handling shareholder records, pensions, employee share plans, and digital solutions for regulated industries. It processes and securely maintains data on shareholders, pensions, and regulated transactions, delivering inputs, records, and reporting through integrated software and outsourcing. The company differentiates itself with its scale, end-to-end services across multiple financial administration functions, and global reach, now aligned with AST to form a global leader in shareholder and regulatory technology. Its goal is to help organizations efficiently manage ownership records, employee incentive programs, pensions, and regulatory requirements at scale, reducing administrative overhead and improving governance and compliance.
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