The Client Service Associate plays a key role in the successful administration of our client’s equity compensation plans, client projects and corporate actions.

The successful candidate will be one of the key contacts liaising with HR professionals, senior financial staff and payroll/benefits contacts linked to white label enterprise accounts.

This position requires excellent customer service, communication, and project planning skills as well as a commitment to customer satisfaction.

Key responsibilities include:

• Provide excellent customer support to ensure maximum satisfaction and a positive experience for our clients
• Support and maintain stock option, restricted stock and employee share purchase plan data on proprietary and white label platforms
• Project manage and process assigned transactions and events related to employee equity compensation plans, such as Dividends, Purchases, Releases, Vesting’s etc.
• Production of financial and administration reports
• Manage client expectations to ensure maximum satisfaction with products and services
• Resolve client queries and escalate appropriately if needed
• Track open issues and investigate problem situations, escalating as appropriate
• Resolution of errors reported by system monitoring tools, implementing tactical and strategical controls to reduce business risk

Seeking:

• 1+ years experience in equity markets client services role.
• Share plan / share registry experience held highly
• Interest in and/or experience with equity compensation and share plans
• Fluency in oral and written English is required along with well-developed interpersonal communication skills
• Strong analytical, critical thinking and problem-solving skills
• Accuracy, attention to detail and solutions orientation
• Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities
• Demonstrated competency with common office technology and intermediate to advanced proficiency with Excel