Client Success Manager, Associate (Canadian Public)
Core
Provide ongoing corporate client stock plan servicing on the Shareworks platform, ensuring seamless support for critical equity compensation functions and fostering trusted partnerships.
Role type
Associate Client Success Manager (Equity Compensation)
Builds
Corporate client equity compensation programs (Shareworks platform)
Domain
Financial Services / Equity Compensation
Required skills
Stock plan administration, Shareworks platform, Equity compensation processing, Client inquiry resolution, Reporting and reconciliation, Process improvement, Compliance audit support, Multitasking under deadlines, Analytical problem-solving, Attention to detail
Preferred skills
Associate degree in business/finance/accounting, CEP Certification, Basic equity platform knowledge, Basic equity compensation industry knowledge
Responsibilities
Administer Stock Options, Restricted Stock Awards, and Performance Awards; Assist clients with processing new grants, exercises, releases, performance measurement applications, dividends, and deferrals; Provide daily, monthly, and year-end reporting and ad-hoc reporting; Ensure accurate and timely responses to equity-related inquiries; Maintain event timelines and operating procedures; Interface with client contacts, financial advisors, and internal operations teams.
