Executive Services Specialist, Associate
Core
Customer service specialist for executive-level participants in equity-based incentive and share purchase plans, handling complex issues like 10b5-1 plans and Rule 144 filings.
Role type
Associate customer service specialist (financial services)
Builds
Web-based services for the full lifecycle of equity-based incentive and savings plans
Domain
Financial services / Equity compensation administration
Deliverable
client delivery
Required skills
Customer service (phone/email), Equity markets understanding, Microsoft Office Suite, Analytical skills, Problem-solving, Task prioritization
Preferred skills
Understanding of equity markets and trading
Technologies
ShareworksTM, Microsoft Office Suite
Responsibilities
Handle inbound and outbound calls for executive participants, Work with issuer teams on complex equity issues, Address customer needs and challenges, Respond to client inquiries using proprietary tools, Resolve participant complaints, Meet daily call volume and accuracy benchmarks, Ensure compliance with privacy and audit requirements
Seniority
Associate, individual contributor
