Client Administrator

3 weeks ago

Worthing, West Sussex, United Kingdom Equiniti Full time

Share Plan Administrator - Discretionary Plans Client Administrator- Full Time

EQ is a leading international provider of shareholder, pension, remediation and credit technology. With over 5,000 employees, it supports 37 Million people in 120 countries. EQ's purpose is to care for every customer and simplify every transaction, delivered with less of an impact on the environment.

EQ' vision is to be the leading global share registrar, offering complementary services to its client base.

Role Summary

As our Employee Share Plan Services continues to grow, we are looking for Share Plan Client Administrators to join our established Discretionary Plans operational team who are responsible for the delivery of our Discretionary Plan Service. Within this role you will be expected to lead the successful operational planning and delivery of key tasks, whilst developing specialist knowledge of share plans and liaising with our corporate clients.

Our large Share Plans Operations team is made up of a number of sub teams that carry our different elements of our services, with some teams focused on specific share plans and others providing shared services. Due to the breadth and variety of EQ's Share Plan service, we are able to provide our team members with fantastic opportunities to develop their knowledge and progress within our wider team.

Core duties and responsibilities:

The successful candidate will be responsible for the following duties:

  • Planning and delivery of discretionary plan tasks for a portfolio of corporate clients
  • Liaison with Client Relationship Team to ensure client requirements are understood
  • Attending client meetings to support task planning and service reviews
  • Configuration of discretionary plan system parameters and web services to facilitate tasks
  • Preparation of schedules and files relating to task deliverables
  • Working closely with the wider Discretionary Plans team, including Dealing & Settlements and Admin Support, and Reporting
  • Identification and resolution of client and employee queries
  • Maintaining data integrity and reconciliation of all records relating to the service
  • Supporting business readiness activities for new clients set ups

Skills, Attributes and Behaviour:

The successful candidate should possess the following skills and behaviours:

  • Enthusiasm and willingness to learn
  • Ability to work independently or as part of a team
  • Good communication skills
  • Able to demonstrate a good understanding of what great customer service is
  • Fantastic attention to detail
  • Good working knowledge of Microsoft Office especially Excel
  • Ability to work well under pressure and remain focused on delivering excellent service

What We Offer

  • Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10%
  • All Employee Long Term Incentive Plan (LTIP) - Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit.
  • Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover.
  • Employee discounts - Discounts and cashback at your favourite high street stores through our EQ Wins Platform.
  • Flexible Benefits - The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more.
  • Time Off - Typically 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing.
  • Winning together - Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed.

Please note, we are looking for full time candidates for this role but would be happy to discuss further details ahead of your application and may have other roles available. There is an initial requirement to work from our office based in Worthing during your period of training after which there will be the opportunity to work on a more flexible hybrid basis, combining some days working from home and some in the office each week.

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. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks

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