Stock Plan Administration Specialist/Senior Specialist

Fidelity Investments • Merrimack, NH

90d • Onsite

About The Position

The Stock Plan Services Administration Specialist role requires an ability to coordinate brokerage specific transactions based on external Plan Sponsor requests. We deliver a world class customer experience. Some of these transactions may involve interpreting instructions from the client. The Representative will need to understand service level agreements and make decisions to maintain client expectations. You work in a team-based role where you will be responsible for day-to-day execution of plan specific updates either based on a work flow management tool coming directly from our external Plan Sponsors, or our Internal Client Service Managers who are responsible for the overall client relationship. You will need to balance client needs, with Participant experience, and understand the impact updates you make will have on the end participant's equity compensation balances. There will be daily tasks due to market sensitivity of all the work we are asked to complete.

Requirements

• Bachelor's degree or equivalent work experience.
• Financial Services or Equity Compensation industry experience preferred.
• Series 7 permitted; additional Certified Equity Professional level 1 not required but encouraged within first year of role.
• Strong written and verbal communication skills.
• Ability to be proactive and add value through creative, flexible work solutions.
• Understand the importance of working with Fidelity business partners and clients.
• Background in customer service both face to face and over the phone.
• Inquisitive nature and willingness to question processes.
• Experience with problem resolution and prevention.

Responsibilities

• Coordinate brokerage specific transactions based on external Plan Sponsor requests.
• Deliver a world class customer experience.
• Interpret instructions from clients.
• Understand service level agreements and make decisions to maintain client expectations.
• Execute plan specific updates based on workflow management tools.
• Balance client needs with participant experience.
• Understand the impact of updates on participant equity compensation balances.
• Manage daily tasks due to market sensitivity.

What This Job Offers

• Job Type: Full-time
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree