Client Service Manager

2 weeks ago


Raleigh, North Carolina, United States insightsoftware Full time
Job Title: Client Service Manager

At insightsoftware, we are seeking a highly skilled Client Service Manager to join our customer-facing team. As a key member of our team, you will play a vital role in delivering exceptional service to our clients.

Key Responsibilities:
  • Ensure timely and accurate execution of equity plan administration and financial reporting deliverables
  • Develop and maintain client-specific procedures, respond to inquiries, and plan for future stock plan events
  • Manage and interface with third-party vendors, such as brokers and transfer agents
  • Serve as an escalation point for team members for support and problem resolution
  • Interface with cross-functional Certent team members to deliver timely and accurate client administration services
Requirements:
  • Bachelor's degree in Business Administration, Economics, Accounting, or Finance
  • 5+ years of customer service experience dealing with corporate clients
  • Proven working knowledge of stock options, employee stock purchase plans, restricted and performance awards, ASC 718, and corporate accounting administration
  • CEP Certification preferred or willingness to pursue
  • High level of proficiency in Microsoft products, including Excel, Word, PowerPoint, and Outlook
  • Excellent written and verbal communication skills
  • Ability to work well in a collaborative environment
  • Strong analytical and independent problem-solving skills
  • Strong organizational skills to manage multiple clients' tasks and issues in a fast-paced work environment
  • Exceptionally resourceful, detail-oriented, and able to deliver complete and accurate results

We are an equal opportunity employer and welcome applications from diverse candidates. All applications will be treated confidentially according to EEO guidelines. Please note that we are 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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