Client Service Manager

insightsoftware • Raleigh, CA

1d

About The Position

The Client Service Manager is a customer-facing team member responsible for day-to-day client interaction and timely, accurate delivery of equity plan administration and financial reporting services. The role manages an assigned portfolio of clients, supports client satisfaction, and coordinates the administration of equity plans and related deliverables. It requires attention to detail, creative problem-solving, and the ability to manage multiple client relationships and projects.

Requirements

• Bachelor of Science or Bachelor of Arts in Business Administration, Economics, Accounting, Finance, or related studies.
• At least 5 years of customer service-related experience dealing with corporate clients.
• Working knowledge of stock options, employee stock purchase plans, restricted and performance awards, ASC 718, and/or corporate accounting administration.
• High 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 and ability to manage multiple client tasks and issues in a fast-paced work environment.
• Resourcefulness and attention to detail, with the ability to deliver complete and accurate results.

Nice To Haves

• Certified Equity Professional (CEP) certification, or willingness to pursue it.
• Experience working with different types of equity plans in both private and public companies.
• Knowledge of equity compensation taxation and accounting rules and applicable compliance regulations.

Responsibilities

• Ensure outstanding service delivery to an assigned book of clients.
• Interact directly with clients, develop client-specific procedures, respond to inquiries, and plan for future stock plan events.
• Maintain and ensure data integrity and oversee equity plan administration, including processing, stock issuance, settlement processing, taxation, and reporting.
• Manage and interface with applicable third-party vendors, including brokers and transfer agents.
• Serve as an escalation point for team members seeking support and problem resolution.
• Work with cross-functional Certent team members, including sales, support, and engineering, to deliver timely and accurate client administration services.
• Identify and implement process improvements.

Benefits

• Additional bonus eligibility may apply.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level