JOB BOARD: Senior Service Manager, E*Trade, Sandy UT

https://career.etrade.com/job-search/job-description/Senior-Service-Manager-job-Sandy-Utah-4186446

Job Title: Senior Service Manager
Location: Sandy, UT, USA
Job ID: IRC72810
Post Date: 01/14/2014

Detailed Description
THE COMPANY
E*TRADE Financial Corporation, the online investing & trading pioneer, with 4.5 million accounts and over $200 billion in customer assets, is continuing to reinvent the online trading industry. Our unique culture of innovation creates an environment where you will be continually learning and challenged to develop your career.

SUMMARY
Client Services provides stock plan administration services for clients of E*TRADE Corporate Services. This department, which is divided into 4 distinct segments: Large, Mid, Emerging and Private assist corporations who either choose to outsource this critical function or elect to maintain administrative responsibilities within their corporation.
The Client Service Manager is responsible for providing comprehensive service and support to an assigned book of clients. This includes using Equity Edge and various other tools to maintain stock plan records, and support all accounting, financial reporting and associated compliance requirements. Candidates for the Equity Compensation positions will possess the following qualities:
● Ability to make decisions to resolve client issues and concerns
● Ability to develop and maintain client relationships
● Ability to participate in sales presentations and identify sales opportunities

RESPONSIBILITIES
● Client Service Manager will apply a high-level of equity compensation expertise to proactively manage an assigned base of Corporate Clients, acting as a Client advocate and partner, delivering a high-level of stock plan administration services. Day to day activities will include, but is not limited to:
● Updating Equity Edge, Equity Edge On-line and Stock Plans on a daily basis based upon data updates received from assigned Clients (e.g. new hires, terminations, etc.), participant transactions, etc.
● Ensuring all participant stock plan transactions are correctly processed and settled in a timely manner (ESPP Purchases, ESPP sales, Option Exercises, SWAPS, Reloads, Option Grants, etc.)
● Surveys and tracking of Disqualifying Dispositions
● Valuation Reporting, Section 16 Insider Reporting & Client-specific custom processes (e.g. custom reports, scripts, etc.)
● Monthly balancing of Client plans
● Managing Client inquiries and requests in a timely and professional manner
● Knowledge of data flows between interfacing systems
● Coordinating with various teams (e.g. Operations, Account Management, Product Development, etc.) to deliver industry leading solutions for Equity Compensation Support Services

REQUIREMENTS
● Minimum 3-5 years of equity compensation administration or related experience
● Experience managing B2B relationships
● Ability to manage high level of assigned clients (number and/or complexity)
● Strong knowledge of the brokerage industry
● Extensive experience with global equity plans, complex plans such as restricted stock units, swaps/reloads, performance awards, etc.
● Strong Project Management skills
● CEP Designation (Preferred)
● If applicable, obtaining a CEP designation will be required
● Required to pass E*TRADE's internal CEE (Certified Equity Expert) exam within 90 days of hire date

We offer a competitive and comprehensive benefits package. Please visit https://us.etrade.com/e/t/career/benefits to learn more about the opportunities.
E*TRADE FINANCIAL is an EQUAL OPPORTUNITY EMPLOYER