Client Service Associate
Core
Operational role executing repeatable tasks for stock plan administration events, processes, and data changes for corporate clients on Shareworks and Equity Edge Online platforms.
Role type
Client Service Associate (Operational IC)
Builds
Corporate client equity compensation support and data management
Domain
Financial Services / Equity Administration
Required skills
Data manipulation, error identification, SLA compliance, customer inquiry resolution, process documentation, queue monitoring, troubleshooting, data updates
Preferred skills
Business/finance/accounting background, multi-tasking under pressure, analytical problem-solving, process improvement
Technologies
Salesforce.com, Zendesk, Excel, Word
Responsibilities
Process daily trades, assess import errors, administer trade clearances, perform monthly balancing, manage employee stock purchase plan enrollments, update databases per client instruction, monitor case queues, document solutions, troubleshoot platform questions, participate in product testing
Seniority
Individual Contributor, entry to mid-level