• Performs operational accounting activities related to transfer agency and maintenance. Duties may include: Providing operational accounting support to internal business groups and/or operations departments.
• Ensuring that transactions are being managed within the Process procedure and policy requirements.
• Analyzing and reviewing shareowner/client documents for accuracy; tracing and investigating transactions to resolve questionable data and applying corrective actions when necessary.
• Performing customer account maintenance duties; reviewing taxes/share balance. Assists and provides guidance to lower level operations accounting clerks and specialists with reconciliation of complex problems. May have direct/indirect responsibility for supporting, advising, and resolving disputes for customers, clients /vendors.

Technical Skills:

• Able to multi-task to accomplish tasks effectively.

• Able to interpret the share transfer forms

• Strong verbal & written communication skills

• Analytic skill

• Attention to detail

• Excellent data entry skills

• Good Math and accounts skills

• Ability to work quickly & accurately while maintaining acceptable standards of workmanship

• Quick learner with the ability to retain high volume of information

• Ability to recognize and escalate to management if a shareholder has made multiple attempts to complete a transaction.

Other Skills:

• Highly motivated with strong organizational and analytical skills and attention to detail.
• • Flexibility to work different shifts and to work overtime
• • Ability to succeed in a team environment.
• • Ability to learner quickly and transfer knowledge.
• • General understanding of the stock market or financial industry.

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: Non Voice - Other

Industry Type: BPM / BPO

Department: Customer Success, Service & Operations

Employment Type: Full Time, Permanent

Role Category: Non Voice

Education

UG: B.Com in Any Specialization, B.B.A/ B.M.S in Any Specialization

PG: MBA/PGDM in Any Specialization, M.Com in Any Specialization

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.