Client Service Manager

Summary

Join our team as a Client Service Manager and play a vital role in delivering exceptional service to our clients, ensuring timely and accurate execution of equity plan administration and financial reporting deliverables.

Requirements

• B.S. or B.A. in a Business Administration, Economics, Accounting, or Finance or related studies
• 5+ years of customer service related experience dealing with corporate clients
• Proven working knowledge of stock options, employee stock purchase plans, restricted and performance awards, ASC 718 and/or corporate accounting administration
• CEP Certification preferred (Certified Equity Professional) or willingness to pursue
• High level of proficiency in Microsoft products (Excel, Word, PowerPoint, Outlook)
• Excellent written and verbal communication skills
• Ability to work well in a collaborative environment
• Strong analytical and independent problem-solving skills
• Strong organizational skills to manage multiple clients' tasks and issues in a fast-paced work environment
• Exceptionally resourceful, detail-oriented with ability to deliver complete and accurate results

Responsibilities

• Ensure outstanding service delivery to an assigned book of clients
• Interact directly with the clients, developing client-specific procedures, responding to inquiries, planning for future stock plan events, maintaining and ensuring data integrity and overseeing the administration of all functions of the equity plan administration (processing, stock issuance, settlement processing, taxation, reporting, etc.)
• Manage and interface with applicable third-party vendors (brokers, transfer agents, etc.)
• Serve as an escalation point for team members for support and problem resolution
• Interface with cross-functional Certent team members, as needed, in delivering timely and accurate client administration services (sales, support, engineering, etc.)

Preferred Qualifications

• Experience working with different types of Equity Plans in both private and public companies is preferred
• Ability to identify and implement process improvements
• Knowledge of equity compensation taxation and accounting rules and applicable compliance regulations preferred