Workplace Solutions Client Service Lead, Equity Plan Management, Nashville

Key Responsibilities:

• Client facing role attending all external client calls
• Responsible and accountable for client satisfaction and deliverables
• Manage service delivery with the clients including bringing together internal partners
• Manage client events calendar and prep meetings runbook management
• Drive client standardization aligned to service offering (including strategic initiatives)
• Participate in implementation meetings and client training
• Identify missing system functionalities and enhancements to existing functionalities escalate development as appropriate and fit in with the wider operational priorities
• Oversight of corporate actions in collaboration with Corporate Action and CRM teams
• Escalation point for clients including access to Zoom client facing number
• Report and present monthly client metrics to senior management
• Coordinate Integrations for existing and newly implemented clients
  

Qualification / Experience

• Bachelors degree in Business / Finance or equivalent experience preferred

• Excellent communication & listening skills

• Proven numeric financial analysis documentation and procedural skills required

• Excellent computer skills including Microsoft Word and Excel

• Ability to work on own initiative prioritize and adhere to tight deadlines.

• CEP 1 or willing to obtain

• 2 years experience as an Analyst or prior leadership experience preferred

Career Path:

• Admin Manager
• Relationship Manager