1 день назад
Sr Client Service Administrator - Stock Plan Services
36 - 43$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sr Client Service Administrator - Stock Plan Services (Equity Compensation): Supporting large corporate clients with stock plan administration, complex service requests, client events, escalations, and operational issue resolution with an accent on judgment, risk assessment, and client relationship ownership. Focus on coordinating transaction inquiries and data-feed issues, leading escalations, improving service processes, and mentoring client service administrators.
Location: Westlake, Texas, or Phoenix, Arizona; onsite four days per week
Salary: USD $36.06–$43.27 per hour, plus bonus or incentive opportunities.
Company
provides financial services and equity compensation solutions for large publicly traded companies through its Stock Plan Services organization.
What you will do
- Serve as an operational partner for corporate clients and internal teams, owning complex service needs and follow-through.
- Coordinate client events, transaction inquiries, product questions, data-feed issues, and service requests.
- Own escalated emails and phone calls, assess risk, resolve issues, and escalate barriers when necessary.
- Provide consultative support on plan-related issues, best practices, and process improvements.
- Collaborate with Conversion, Client Services, Technology, and other Stock Plan Services teams.
- Onboard and mentor new Client Service Administrators and provide backup support during peak workloads.
Requirements
- Bachelor’s degree or equivalent work experience.
- Strong organization, time management, attention to detail, prioritization, and client-service judgment.
- Clear communication, risk assessment, independent decision-making, and escalation skills.
- Ability to work accurately across multiple systems and proficiency in Microsoft Excel, Word, and PowerPoint.
- Must be authorized to work full-time in the United States without employer sponsorship.
- Ability to support clients across time zones, peak periods, events, and urgent business needs; short-notice overtime may be required.
Nice to have
- Four or more years of experience in customer service, corporate client support, benefits, financial services, brokerage, or equity compensation.
- ECA or CEP designation, Schwab EquiView experience, or knowledge of stock plan administration workflows and reporting.
- Experience supporting clients in a B2B service model and working with internal stakeholders on client projects.
Culture & Benefits
- Hybrid work approach with regular in-person collaboration.
- 401(k) with company match and employee stock purchase plan.
- Health, dental, and vision insurance.
- 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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