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Service Model

Client Service Teams

Our service model motivates small teams, where each team member is trained for superior client service in valuations and transfer agency. This creates a dedicated account manager/client relationship that benefits both Equinoxe staff and clients. With central oversight, but localised processing focused around optimal service in the time zone of the manager, each account manager is responsible for the ultimate delivery of all services to the client. Comprehensive knowledge of an account improves efficiency and also reduces the likelihood of errors.

The Equinoxe service model ensures each account manager has a low number of clients allowing more time to service the client.

Having the appropriate technology our staff can focus on exceptions, giving time to add value. As a private company we are motivated by long-term client relationships and not by short-term goals.

We aim to ensure low staff turnover which will help us build long-term client relationships. We offer exceptional non-standard benefits to our employees. Our goal is to identify staff with a common mindset to add value to the business. Creating an enjoyable, rewarding and motivating work place will ensure that our staff retention is the best in the industry and the best for our clients. Equinoxe believes that clients want to know that their business is being professionally, capably, consistently and diligently handled.

Equinoxe realises that there is pent up demand for bespoke reporting. By supplying this client-defined additional information we aim to provide you with the data you need in the format you want.