Client Service Manager

Company Description

insightsoftware is a growing, dynamic computer software company that helps businesses achieve greater levels of financial intelligence across their organization with our world-class financial reporting solutions. At insightsoftware, you will learn and grow in a fast-paced, supportive environment that will take your career to the next level. We are looking for future insighters who can demonstrate teamwork, results orientation, a growth mindset, disciplined execution, and a winning attitude to join our growing team!

Job Description

• Ensure outstanding service delivery to an assigned book of clients
• Interact directly with the clients, developing client-specific procedures, responding to inquiries, planning for future stock plan events, maintaining and ensuring data integrity and overseeing the administration of all functions of the equity plan administration (processing, stock issuance, settlement processing, taxation, reporting, etc.)
• Manage and interface with applicable third-party vendors (brokers, transfer agents, etc.)
• Interface with cross-functional team members, as needed, in delivering timely and accurate client administration services (sales, support, engineering, etc.)

Qualifications

• Within first 2 months read “Consider Your Options”
• Within 6 months complete all system trainings and be comfortable with our equity software
• Within 1 year of onboarding test/pass Level 1 CEP
• CEP Certification (Certified Equity Professional) or willingness to pursue
• 3+ years of customer service-related experience dealing with corporate clients
• Preferred:
• High level of proficiency in Microsoft products (Excel, Word, PowerPoint, Outlook)
• Ability to work well in a collaborative environment
• Proven working knowledge of stock options, employee stock purchase plans, restricted and performance awards, ASC 718 and/or corporate accounting administration
• Experience working with different types of Equity Plans in both private and public companies is preferred
• Ability to identify and implement process improvements
• Knowledge of equity compensation taxation and accounting rules and applicable compliance regulations preferred
• B.S. or B.A. in a Business Administration, Economics, Accounting, or Finance or related studies
• Excellent written and verbal communication skills
• Strong analytical and organizational skills to manage multiple clients’ tasks and issues with a high level of detail
• Exceptionally resourceful, detail-oriented with ability to deliver complete and accurate results

Additional Information

All your information will be kept confidential according to EEO guidelines.

#LI-Remote

** At this time insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the country where the position is located. **

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Background checks are required for employment with insightsoftware, where permitted by country, state/province.

At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.