JOB BOARD: Client Services Manager - Large Markets, Solium, Tempe AZ

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Job description
About Solium


Solium is fulfilling a vision of becoming the global leader in equity-based (stock) incentive and share purchase savings plan management. We specialize in the delivery of complete web-based services for the full lifecycle of equity-based incentives and savings plans. Through our technically advanced Solium Shareworks platform, Solium is setting the industry's service standard for the administration and execution of all types of equity-based incentives and savings plans.


Why work at Solium?


Solium is a fast growing company where every member of our team is important to our success. If you have an unfailing commitment to excellence, alignment to customer interests, and strong problem-solving skills, Solium would welcome your contribution to our enthusiastic team. We reward our people with a competitive compensation and benefits package and a fun, flexible work environment.


We Currently Have a Full-time, Permanent Opportunity For a


Client Service Manager, Large Markets


Located in Tempe, AZ and reporting to the Director, Client Services - Large Markets, the Client Service Manager, Large Markets is responsible for building and nurturing strong relationships with high-level payroll/benefits contacts and senior financial staff at Solium large market enterprise accounts, which are some of the biggest companies in the world. You will apply your extensive knowledge of Solium products, in addition to strong customer service and communication skills.


What You'll Do
Manage the administration of share purchase plans, stock options and awards for specific complex client groups with global needs
Maintain, develop and enhance long-term client relationships by providing white glove service in response to clients' inquiries by phone, email, or ticketing system, while demonstrating exceptional prioritization, time management skills and escalating when appropriate
Maintain up-to-date client documentation, that is consistent with all client processes
Process timely and accurate data updates, data manipulation and data management by updating the software per client instruction
Participate proactively in ongoing training to expand your own knowledge base
Track open issues and escalate internally as appropriate.
Identify errors and potential issues and work collectively with other team members and internal stakeholders to find solutions
Understand financial reporting and administrative reports
Actively manage customer expectations to ensure maximum satisfaction with Solium's products and servicesWork in a team environment, which includes interacting with the Relationship Management team on customer issues and taking responsibility for client satisfaction


What You Bring
Four-year college degree is required
8+ years of customer service, financial and/or operational experience required
Experience in a B2B environment, as well as experience working with large or multi-national companies is required
Fluency in written and spoken English is required
Experience in the equity or share plan industry, including group and retirement plans, would be an asset
Certified Equity Professional (CEP), Series 7 license or accounting background desiredbut not required
Experience interacting with C suite desired
Self-motivated with the ability to effectively manage multiple tasks against tight deadlines
Demonstrated ability to prioritize and multi-task, including escalating when appropriate
Strong analytical, problem solving skills, and proven attention to detail
Ability to apply your entrepreneurial, innovative mindset to assist in the development and improvement of internal and external processes
Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities
Demonstrated competency with common technology and technical concepts, including but not limited to email, internet, Excel and Word


What You'll Get
Market-rate salary based on experience
Participation in annual bonus plan and stock incentives
Casual environment - fun, flexible and interactive
Ongoing learning and development, lots of opportunities for advancement and global mobility
20 Paid Days off + 9 holidays (and 4 week sabbatical after five years)
Relocation support, if required, for the right candidate
While we thank all applicants for their interest in a career with Solium, please note that only those individuals selected for an interview will be contacted.
Note: We can only currently accept applicants who are perma


 

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