Management Level
I
Position:
Client Service Associate-
Events Processing
Location: India- Chennai
REPORTS TO:
Team Leader
PURPOSE OF POSITION
Client facing position performing numerous operational tasks. Responsible for processing of events (Restricted Stock vestings, Employee Stock Purchase Plan allocations, Dividends, and all client requests pursuant to these events.
ESSENTIAL DUTIES & RESPONSIBILITIES
- Perform day-to-day client service delivery to US (Equity Plan Solutions) clients, including restricted stock vestings, Employee Stock Purchase Plan allocations, dividends, and database maintenance-as directed
- Ensure procedure manuals are updated on an ongoing basis-change to update procedures as directed
- Ensure behavior ties in w compliance rules and policies, procedures and regulatory requirements
- Ensure identified special clients get needed escalated attention
- Monitor client requests via Client Service Manager Mailbox
- Support annual EPS tax processing as needed
- Attend client meetings as needed
WORK ENVIRONMENT AND PHYSICAL DEMANDS
- Essential functions are typically performed in an office setting but remote work is also required
- Ability to safely and successfully perform the essential job functions.
- Noise level is medium
- Able to endure prolonged seating/standing associated with the performance of essential functions.
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
POSITION REQUIREMENTS
- Associates Degree or higher .
- Intermediate level proficiency with Microsoft Office Suite-Word, Excel, Powerpoint
Preferred:
- Knowledge of equity compensation platforms
- Communication: Effective written, verbal and listening skills
- Organization & Detail Oriented: Strong organizational skills and attention to detail.
- Working under pressure: Poised, works well under pressure and accomplishing short- and long-term deadlines with a heavy workload
REVIEWED BY
Employee _____________________________________________________Date_____________________
Manager _________________________________________________Date_____________________
We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks.