Rm Associate/principle Process Executive

1 week ago

Chennai Tamil Nadu, India Equiniti Full time

Management Level

H

**JOB TITLE**:
RM Associate

**REPORTS TO**:
Site Director

**FUNCTION**:
EQ US - Issuer & Investor Services (EQi)

**DATE**:
October 2024

**JOB**SUMMARY**_(what's your elevator speech for the value this role provides) _

**ESSENTIAL FUNCTIONS**

(4-6 specific functions)

**PERCENT (%)**

(typically > 20%)

**_Enable client satisfaction and retention _**through prompt, thorough and accurate response and resolution to client issues and inquiries.

**55%**

**_Ensure regulatory compliance _**within client portfolios through the distribution and return receipt of required government forms, documents and authorizations.

**10%**

**_Expand revenue opportunities _**through taking rote administrative tasks from RMs to do freeing them to upsell and crossell.

**20%**

**_Record all work in systems _**for quick retrieval and use by many other functional groups through learning client portfolios, building internal and external relationships and mentoring with an experienced Relationship Manager.

**15%**

**SCOPE OF JOB**(budgetary, resource control, scope, and complexity of function **)**

RM Associate will be aligned with a team of Relationship Managers once fully onboarded. Each Relationship Manager's assigned client portfolio will vary in terms of the number and types of clients in the portfolio as well as revenue size. Client portfolios are tiered based on a variety of factors, including client market cap, current revenue volume to EQ, future potential revenue volume, and the number of shareholders served. Will need to be able to interpret requests from RMs and their RD managers and communicate back in a collaborative and timely manner. Will take direction from the U.S.based Relationship Directors and RMs, but will be managed in day to day tasks and administratively by local Site Director.

**KEY CRITERIA**

**Essential or Desirable**

(E or D)

**CONTEXT**

(how will this be used in the job)

**Qualifications and Experience**

Demonstrated ability to learn and use new technology systems to access information.

**E**

**Knowledge**

Microsoft office suite with an emphasis on Outlook and Excel for daily tasks and Word and

Sirius

Workday

Unity (Salesforce)

**E**

**D**

**E**

**E**

All aspects of the role leverage this software suite. Its common in any college or workplace environment.

**Skills & Abilities**

Analytical Ability

Prioritization and time management

Attention to detail and accuracy

Communication skill

**E**

**E**

**E**

**D**

Interpret requests and think in self-directed way best way to handle the request.

Used in all aspects of the job. Basics should be possessed upon entry into the role and honed to our environment over time.

Carefully review documentation with requests for compliance to EQ policies. Document all activity in Unity and other systems.

Basics of this should be possessed upon entry into the role. However, molding it to fit our RM and RD '˜clients' internally, and limited written interaction with issuer clients. Includes good written correspondence with team in the U.S.

**Other Job-Related Requirements**

**Essential**Criterion = required at point of recruitment **Desirable**Criterion = can be developed over time

**FOR HUMAN RESOURCES USE ONLY**

**FLSA**

**JOB LEVEL**

**APPROVED BY**

**EEO CATEGORY**

**JOB CODE**

**DATE

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