Talent.com
Equity Compensation Client Service Manager

Equity Compensation Client Service Manager

EquinitiDenton, TX, US
3 days ago
Job type
  • Full-time
Job description

Stock Plans Service Manager

This is a remote position but candidates must reside in Arizona, Colorado, Nevada or Utah to ensure proximity to our client base and occasional in-person meetings or events.

Equiniti is an international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ US is a leading provider of ownership data management, analytics and advisory services to public and private companies as well as corporate issuers and mutual funds. EQ's vision is to be the leading global share registrar, offering complementary services to its client base.

Role Summary

The Stock Plans Service Manager will support the daily administration for a portfolio of Equity Compensation Services Clients. This role will give you exposure to top tier domestic and global clients in a fast paced and high growth oriented business unit. Every day will provide you the opportunity to optimize the clients' service and efficiency within their plans administration.

Core Duties / Responsibilities

The successful candidate will be responsible for the following :

  • Support transactional workflows for Equity Plans including; grants, exercises, releases & purchases
  • Document client procedures
  • Maintain client service levels
  • Liaison with brokers and transfer agents
  • Project manage client initiatives
  • Be an ambassador to the marketplace for our products and services

Skills, Capabilities and Attributes

The successful candidate will demonstrate the following experience, skills and behaviors :

  • Post-secondary diploma or degree in Commerce, Business or similar area of focus is preferred
  • 3+ years in the Equity Administration Industry
  • Certified Equity Professional (CEP) certification is preferred; successful candidate must be willing to obtain designation within two years
  • Expertise utilizing the Equitrax stock administration platform preferred but not required
  • Experience in Transfer Agents and Employee Plans
  • Demonstrated analytical, problem-solving skills, and strong attention to detail
  • Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities
  • Strong client facing and relationship skills including management of client calls, tracking client issues and overall stock plans administration
  • Must be able to effectively read, write and speak English
  • May require the need to travel to other locations
  • Willing and able to work extended hours as needed
  • Compensation

    $68,000 - $100,000 + Merit

    Equal Opportunity Statement

    We are an equal opportunity employer and make employment decisions without regard to race, creed, religion, national origin, sex (including pregnancy, gender identity, and sexual orientation), parental status, marital status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, status with regard to public assistance, or any other characteristic protected under federal, state, or applicable local law.

    Create a job alert for this search

    Client Service Manager • Denton, TX, US

    Related jobs
    • Promoted
    • New!
    Credit Review Manager

    Credit Review Manager

    Texas StaffingPlano, TX, US
    Full-time +1
    Consumer Credit Review Manager.The Consumer Credit Review Manager is responsible for executing independent, risk-based assurance reviews within Capital One's Consumer credit portfolios (card and au...Show moreLast updated: 3 hours ago
    • Promoted
    • New!
    Client Liaison - TX or OH

    Client Liaison - TX or OH

    SedgwickDenton, TX, US
    Full-time
    By joining Sedgwick, you'll be part of something truly meaningful.It's what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your c...Show moreLast updated: 15 hours ago
    Client Support Manager

    Client Support Manager

    GoodLeapPlano, Texas, United States, 75023
    Full-time
    GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, w...Show moreLast updated: 30+ days ago
    Bilingual Client Support Manager

    Bilingual Client Support Manager

    GoodLeapPlano, Texas, United States, 75023
    Full-time
    Bilingual Client Support Manager.GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-effic...Show moreLast updated: 30+ days ago
    Client Support Manager - Home Improvement

    Client Support Manager - Home Improvement

    GoodLeapPlano, Texas, United States, 75023
    Full-time
    Client Support Manager - Home Improvement.GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to ene...Show moreLast updated: 30+ days ago
    • Promoted
    Collections Manager

    Collections Manager

    ERISA RecoveryPlano, TX, US
    Full-time
    To excel in this role, you must have a true understanding of all types of hospital denials and how to resolve them effectively. A solid collections background and the willingness to dig into denials...Show moreLast updated: 3 days ago
    • Promoted
    Sr. Client Service Manager

    Sr. Client Service Manager

    WEXDenton, TX, US
    Full-time
    Client Service Manager at WEX, you will be responsible for ensuring exceptional support and service delivery to a portfolio of key clients. You will oversee all support and service activities across...Show moreLast updated: 2 days ago
    Manager, Private Equity Fund Services

    Manager, Private Equity Fund Services

    Baker Tilly Advisory Group, LPUSA, Texas, Frisco
    Full-time
    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U. New York, London, San Francisco, Los Angele...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Wealth Management Client Relationship Manager

    Wealth Management Client Relationship Manager

    Texas StaffingFrisco, TX, US
    Full-time
    Wealth Client Relationship Manager.Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with ou...Show moreLast updated: 15 hours ago
    • Promoted
    Wealth Management Client Relationship Manager

    Wealth Management Client Relationship Manager

    TIAAFrisco, TX, US
    Full-time
    Wealth Client Relationship Manager.Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with ou...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Flex Relationship Manager

    Flex Relationship Manager

    Texas StaffingPlano, TX, US
    Full-time +1
    Are you a natural born people person who thrives on cultivating relationships with others? Does being a strategic thinker strike a chord with you? Look no further. a Flex Relationship Manager Assoc...Show moreLast updated: 15 hours ago
    • Promoted
    • New!
    Regional Banking Client Manager

    Regional Banking Client Manager

    Texas StaffingFrisco, TX, US
    Full-time
    Regional Banking Client Manager.The Regional Banking Client Manager is responsible for the onboarding of new business banking customers and managing the ongoing relationship to ensure quality contr...Show moreLast updated: 15 hours ago
    Wealth Client Relationship Mgr

    Wealth Client Relationship Mgr

    TIAAUSA, Texas, Frisco
    Full-time
    Wealth Client Relationship Manager.Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with ou...Show moreLast updated: 30+ days ago
    • Promoted
    Payments Settlement Operations Manager

    Payments Settlement Operations Manager

    VersapayDenton, TX, US
    Full-time
    Payments Settlement Operations Manager.We are seeking a detail-oriented and strategic Payments Settlement Operations Manager to lead and optimize our payment settlement processes.This role is criti...Show moreLast updated: 3 days ago
    Manager, Private Equity Fund Services- System Administrator and Onboarding Lead

    Manager, Private Equity Fund Services- System Administrator and Onboarding Lead

    Baker Tilly Advisory Group, LPUSA, Texas, Frisco
    Full-time
    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U. New York, London, San Francisco, Los Angele...Show moreLast updated: 2 days ago
    • Promoted
    Manager, Private Equity Fund Services

    Manager, Private Equity Fund Services

    Baker TillyFrisco, TX, US
    Full-time
    Private Equity Fund Services (PEFS) Manager.The Private Equity Fund Services (PEFS) Manager is responsible for overseeing the day-to-day operations of private equity client deliverables, which incl...Show moreLast updated: 30+ days ago
    • Promoted
    Contact CenterClient Services Manager

    Contact CenterClient Services Manager

    MCIAddison, TX, US
    Full-time
    MCI is a leading Business Process Outsourcing (BPO) company that specializes in delivering tailored solutions to meet the diverse needs of our clients. With a commitment to excellence and a focus on...Show moreLast updated: 30+ days ago
    • Promoted
    Portfolio Manager - Private Securities and Alternative Investments

    Portfolio Manager - Private Securities and Alternative Investments

    Horace MannPlano, TX, US
    Full-time
    Portfolio Manager - Private Securities And Alternative Investments.Horace Mann is a purpose-driven company that is passionate about educators. The Portfolio Manager will be responsible for leading t...Show moreLast updated: 16 days ago