Client Service Associate
This vacancy is published by an accredited employer with authorized corporate payroll and standard compliance adherence.
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Position Overview & Specifications
- Perform day-to-day client service delivery to US (Equity Plan Solutions) clients, including restricted stock vestings, Employee Stock Purchase Plan allocations, dividends, and database maintenance-as directed
- Ensure procedure manuals are updated on an ongoing basis-change to update procedures as directed
- Ensure behavior ties in w compliance rules and policies, procedures and regulatory requirements
- Ensure identified special clients get needed escalated attention
- Monitor client requests via Client Service Manager Mailbox
- Support annual EPS tax processing as needed
- Attend client meetings as needed
- Associates Degree or higher or 1-3 years experience in a customer service position
- Intermediate level proficiency with Microsoft Office Suite-Word, Excel, Powerpoint
- Organization & Detail Oriented: Strong organizational skills and attention to detail.
- Working under pressure: Poised, works well under pressure and accomplishing short- and long-term deadlines with a heavy workload
- Knowledge of equity compensation platform
- Communication: Effective written, verbal and listening skills
- $22-24 per hour
Candidate Selection & Onboarding Process
Application & Resume Screening
Submit your tailored CV/Resume directly to the talent acquisition portal.
Technical & Competency Interviews
Virtual interviews with the hiring manager and multidisciplinary team.
Formal Offer & Benefits Negotiation
Written agreement outlining compensation, equity, retirement vesting, and relocation allowances.
Onboarding & Corporate Integration
Equipment provisioning, team orientation, and commencement of duties.
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