Client Success Manager, Associate
Core
Provide continuous corporate client stock plan servicing on the Shareworks platform, handling daily, monthly, and annual event processing and case management for equity compensation functions.
Role type
Associate Client Success Manager (Equity Compensation)
Builds
Corporate client stock plan servicing and equity compensation administration
Domain
Financial Services / Equity Compensation
Deliverable
client delivery
Required skills
Client support, multi-tasking, proactive problem solving, time management, process adherence, compliance verification, stakeholder interaction
Preferred skills
Associate degree or higher in business/finance/accounting, CEP certification, basic knowledge of equity compensation platforms
Technologies
Shareworks
Responsibilities
Administer stock option grants, RSUs, and performance awards; assist clients with new grants, exercises, releases, performance plan applications, dividends, and carryovers; generate and reconcile daily, monthly, and annual reports; ensure timely and accurate responses to client inquiries; maintain operational calendars and procedures; collaborate with internal and external teams for compliance audits; interact with client HR, financial advisors, and support centers.
