Senior Client Service Administrator - Stock Plan Services (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Location: Hybrid, with onsite work 4 days per week in Phoenix, Arizona, or Westlake, Texas. Applicants must be authorized to work full-time in the United States without employer sponsorship. The schedule may require support for clients across multiple time zones and occasional overtime with little to no notice.
Salary: USD $30.67–$43.27 per hour, plus potential bonuses or incentives.
Company
provides financial services and stock plan solutions for large, publicly traded companies.
What you will do
- Process daily exercises, restricted stock lapses, and employee stock purchase plan settlements.
- Serve as an operations subject matter expert for corporate clients and oversee daily relationship processing.
- Research transaction inquiries, plan information, and data feeds.
- Process escalated emails and phone calls from internal and external clients.
- Lead client events and provide consultative guidance on service best practices.
- Partner with Conversion, Client Services, Technology, and other SPS teams to support client projects.
Requirements
- High school diploma and at least 2 years of client or customer service experience.
- Strong teamwork, interpersonal, organizational, communication, and decision-making skills.
- Ability to manage multiple assignments, meet deadlines, follow procedures, and handle escalated issues.
- Strong computer skills and proficiency in Excel, Word, and PowerPoint.
- Ability to plan and communicate with internal partners to implement and support client projects.
- Full-time US work authorization without current or future employer sponsorship is required.
Nice to have
- Bachelor's degree.
- At least 4 years of customer service experience with corporate clients, benefits, or brokerage environments.
- Experience with equity compensation and B2B service models.
Culture & Benefits
- Hybrid work approach combining workplace flexibility with regular in-person collaboration.
- Health, dental, and vision insurance.
- 401(k) with company match and employee stock purchase plan.
- Paid vacation, volunteering time, parental leave, and family-building benefits.
- Tuition reimbursement and a 28-day sabbatical after five years of service for eligible positions.
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