Client Service Manager
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Job Summary
Managing a portfolio of clients, the full-time remote Client Service Manager will ensure outstanding service delivery, oversee equity plan administration, and maintain client relationships while driving high levels of client satisfaction.
Key responsibilities
- Ensure outstanding service delivery to an assigned book of clients
- Interact directly with clients to develop procedures, respond to inquiries, and oversee equity plan administration
- Manage relationships with third-party vendors and serve as an escalation point for support and problem resolution
Required qualifications
- B.S. or B.A. in Business Administration, Economics, Accounting, Finance, or related studies
- 5+ years of customer service-related experience with corporate clients
- Proven knowledge of stock options and equity plan administration
- CEP Certification preferred or willingness to pursue
- High proficiency in Microsoft products (Excel, Word, PowerPoint, Outlook)
Complete Job Description
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