Talent.com
Equity Compensation Client Service Manager
Equity Compensation Client Service ManagerEquiniti • Houston, TX, United States
serp_jobs.error_messages.no_longer_accepting
Equity Compensation Client Service Manager

Equity Compensation Client Service Manager

Equiniti • Houston, TX, United States
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Management Level

  • This 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 a leading 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 offers a comprehensive product set, including transfer agency services, cap table management, equity compensation services, proxy solicitation and advisory services, private company solutions and bankruptcy claims administration services. Affiliates include, D.F. King and Co., Inc., and Astrella Private Company Solutions, Inc. Learn more at : www.equiniti.com / us

EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ.

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.

    serp_jobs.job_alerts.create_a_job

    Client Service Manager • Houston, TX, United States

    Job_description.internal_linking.related_jobs
    Portfolio Relationship Manager - Data Centers

    Portfolio Relationship Manager - Data Centers

    Associated Bank - Corp • Houston, TX, United States
    serp_jobs.job_card.full_time
    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your gr...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Tax Senior Manager - Private Client Services

    Tax Senior Manager - Private Client Services

    EisnerAmper • Houston, TX, United States
    serp_jobs.job_card.full_time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    A / R Factoring Portfolio Manager - Houston

    A / R Factoring Portfolio Manager - Houston

    BankTalent HQ • Houston, TX, United States
    serp_jobs.job_card.full_time
    Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets.Zion...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Head of Claims Compliance, Employee Benefits

    Head of Claims Compliance, Employee Benefits

    Confidential • Houston, TX, US
    serp_jobs.job_card.full_time
    Head of Claims Compliance, Employee Benefits.Prominent financial services company.Consulting & Professional Services.The Company is seeking a Head of Claims Compliance for Employee Benefits.Thi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Tax Manager, Financial Services (Banking)

    Tax Manager, Financial Services (Banking)

    Crowe • Houston, TX, United States
    serp_jobs.job_card.full_time
    Your Journey at Crowe Starts Here : .At Crowe, you can build a meaningful and rewarding career.With real flexibility to balance work with life moments, you're trusted to deliver results and make an i...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Tax Manager-Private Client Services

    Tax Manager-Private Client Services

    Crowe • Houston, TX, United States
    serp_jobs.job_card.full_time
    Your Journey at Crowe Starts Here : .At Crowe, you can build a meaningful and rewarding career.With real flexibility to balance work with life moments, you're trusted to deliver results and make an i...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Managing Director, Financial Services Resilience

    Managing Director, Financial Services Resilience

    Confidential • Houston, TX, US
    serp_jobs.job_card.full_time
    Managing Director, Financial Services Resilience.Leading accounting & consulting firm.The Company is seeking a Managing Director for Financial Services Resilience. The successful candidate will ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Tax Manager - Private Client Services

    Tax Manager - Private Client Services

    EisnerAmper • Houston, TX, United States
    serp_jobs.job_card.full_time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you are starting out in your career or taking your next step as a season...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Associate : Private Equity

    Associate : Private Equity

    White & Case LLP • Houston, TX, United States
    serp_jobs.job_card.full_time
    White & Case is an elite global law firm serving leading companies, financial institutions and governments worldwide.Our long history as an international firm means we are perfectly placed to help ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Sr Client Service Specialist, Merchant Servicing

    Sr Client Service Specialist, Merchant Servicing

    KeyCorp • Houston, TX, US
    serp_jobs.job_card.full_time
    Senior Client Service Specialist.The Senior Client Service Specialist is responsible for handling various escalated and complex requests surrounding the day to day servicing of clients (Payments, E...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Portfolio Manager- Heights

    Portfolio Manager- Heights

    Stellar Bank • Houston, TX, United States
    serp_jobs.job_card.temporary
    The Portfolio Management Team oversees the entire life cycle of commercial credit, from monitoring and servicing existing relationships to identifying new opportunities from existing clients and ad...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Portfolio Relationship Manager - Data Centers

    Portfolio Relationship Manager - Data Centers

    Associated Banc-Corp • Houston, TX, United States
    serp_jobs.job_card.full_time
    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your gr...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Private Banking Relationship Manager - Houston, TX

    Private Banking Relationship Manager - Houston, TX

    BankTalent HQ • Houston, TX, United States
    serp_jobs.job_card.full_time
    At Amegy Bank, people and culture are at the heart of everything we do.We live by the motto of "everyone counts" and recognize the diverse values and experiences each employee brings to our team.We...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Director, Mortgage Originations Compliance

    Director, Mortgage Originations Compliance

    Cornerstone Capital Bank • Houston, TX, United States
    serp_jobs.job_card.full_time
    Cornerstone Capital Bank is a new bank, with over $330 million in capital and $2.Cornerstone Home Lending and community banking standout Roscoe State Bank. You'll be on the front end of working for ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Manager, Client Support

    Manager, Client Support

    DePelchin Children’s Center • Houston, TX, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Manager, Client Support Classification : Full-time, Exempt Reports to : ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days
    Director, Client Partnership

    Director, Client Partnership

    Ansira Partners • Houston, TX, United States
    serp_jobs.job_card.full_time
    The Account Director, Client Partnership is responsible for client success and growth across a group of clients.The AD is accountable for the overall partnership between Ansira and the clients in t...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Client Relations Advisor I

    Client Relations Advisor I

    Hinderliter de Llamas & Associates • Houston, TX, US
    serp_jobs.job_card.full_time
    The HdL Companies help cities, counties and special districts maximize revenues through research and discovery efforts, financial and economic analysis, and provision of software that supports loca...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Senior Vice President, Head of Consumer Compliance & Fair Banking

    Senior Vice President, Head of Consumer Compliance & Fair Banking

    Confidential • Houston, TX, US
    serp_jobs.job_card.full_time
    Senior Vice President, Head of Consumer Compliance & Fair Banking.Industry-leading financial corporation.The Company is seeking an SVP, Head of Consumer Compliance and Fair Banking to lead the ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new