Client Service Manager (Lockport)

Solium Capital in Lockport, NY

  • Industry: Customer Service/Call Center - Call Center/Customer Service Manager
  • Type: Full Time
  • $39,570.00 - 62,650.00
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Has your paper napkin business plan turned into a billion-dollar reality? Ours has and that sketch on a napkin is now our world-class software platform that combines cutting-edge technology with outstanding client service and premier wealth management capabilities. Shareworks by Morgan Stanley is designed to simplify the complexities of equity plan management, while helping employees realize the full potential of their benefits.

Our employees have helped us get to where we are today; and as we continue to scale towards being the incomparable leader in our industry, we are looking for aClient Service Managerto help write the next chapter with us.

Located inPurchase, NY our Client Service Managers provide primary support to Shareworks full-service corporate clients. The Client Service Manager is responsible for providing timely responses and accurate resolution of day to day administrative requests. You will apply your extensive knowledge of our products, in addition to strong customer communication skills to deliver optimum service levels to internal and external clients.

Position Summary
  • Administer support for multiple corporate clients
  • Administer Stock Options (ISO,NQ,SAR,PSO) and Restricted Stock (RSU,RSS,PSU)
  • Administer the processing of all equity issuances, vestings, exercises, releases, dividends, deferrals
  • Prepare accurate daily/monthly/year end reporting and reconciliation
  • Ensure accurate and timely responses to all equity related inquiries and corrections internally and externally
  • Maintain and create event timelines and operating procedures with the focus of process improvements
  • Work with internal and external teams to ensure successful Compliance audits
  • Interface with clients, branch, call center, vendors, and client-outsourced administration, focusing on quality control and timeliness
Qualifications
  • Understanding of the generic securities operations processes
  • 3+ years relevant work experience
  • Understanding of how databases work and ability to assess feasibility of new reports per client requests and document processes
  • Bachelor s degree preferred
  • CEP 1 considered an asset
  • Computer proficiency in Microsoft Office applications
  • Ability to work under periods of high volumes and pressure; need to be able to meet deadlines for daily weekly and monthly deliverables; prioritize workflow and critical issues
  • Well-developed problem solving skills necessary to identify multiple solutions for issues/problems that may arise in the course of daily processing
  • Strong written and verbal communication skills
  • Good understanding of the workings of the equity compensation business as well as a strong understanding of securities operations
  • Excellent organizational, follow-up and problem solving skills
  • Superior interpersonal and communication skills
While we thank all applicants for their interest, please note that only those individuals selected for an interview will be contacted.

#Vizi#
Associated topics: call center manager, customer service manager, expertise, guide, guidance, monitor, operations, review, service manager, telephone
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