The Client Service Manager is a key member of our customer facing team and plays a vital role in the delivery of our services. The Client Service Manager is responsible for the day-to-day interaction with the client, ensuring the timely and accurate execution on all aspects of equity plan administration and financial reporting deliverables. Candidates for this position should have a strong attention to detail as well as creative problem-solving skills. This individual should have demonstrated ability to successfully manage multiple client relationships and projects, while driving high levels of client satisfaction.
Ensure outstanding service delivery to an assigned book of clients
Interact directly with the clients, developing client-specific procedures, responding to inquiries, planning for future stock plan events, maintaining and ensuring data integrity and overseeing the administration of all functions of the equity plan administration (processing, stock issuance, settlement processing, taxation, reporting, etc.)
Manage and interface with applicable third-party vendors (brokers, transfer agents, etc.)
Interface with cross-functional team members, as needed, in delivering timely and accurate client administration services (sales, support, engineering, etc.)
CEP Certification (Certified Equity Professional) or willingness to pursue
3+ years of customer service-related experience dealing with corporate clients
Excellent written and verbal communication skills
Strong analytical and organizational skills to manage multiple clients’ tasks and issues with a high level of detail
Exceptionally resourceful, detail-oriented with ability to deliver complete and accurate results
Preferred:
High level of proficiency in Microsoft products (Excel, Word, PowerPoint, Outlook)
Ability to work well in a collaborative environment
Proven working knowledge of stock options, employee stock purchase plans, restricted and performance awards, ASC 718 and/or corporate accounting administration
Experience working with different types of Equity Plans in both private and public companies is preferred
Ability to identify and implement process improvements
Knowledge of equity compensation taxation and accounting rules and applicable compliance regulations preferred
B.S. or B.A. in a Business Administration, Economics, Accounting, or Finance or related studies