Job Opportunity
We are seeking a skilled professional to join our Client Account Management team as a Plan Management Analyst/Associate.
This role offers a unique blend of client management, innovation, and collaboration. You will be responsible for managing client accounts, working closely with various teams across operational and IT departments, and playing a key role in innovating team processes.
You will have the flexibility to manage your workload in a dynamic environment, collaborate with diverse teams, and have opportunities for growth and development.
Key Responsibilities:
* Manage a portfolio of companies administering employee share plans within a team framework.
* Interact with customers/clients on operational transactions related to their share plan program.
* Process operational transactions, including data management, reconciliation, processing, reporting, and problem-solving.
* Develop and maintain procedural documentation related to client companies' programs to ensure accurate transaction processing and minimize risk.
* Assist in identifying new system tools and enhancements to existing systems.
* Implement projects to enhance business operations while acting as a point of contact for Client Accounts.
* Maintain excellent relations with key business partners and identify innovative client solutions.
Required Skills and Qualifications:
* Excellent communication skills.
* Proven numeric, financial analysis, documentation, and procedural skills.
* Strong computer skills, including Microsoft Excel and Word.
* Demonstrate commercial acumen with an ability to be innovative and proactive.
* Ability to prioritize and adhere to tight deadlines.
Benefits:
This role offers a dynamic work environment, opportunities for growth and development, and the chance to work with a talented team.
Others:
Please note that this job description is subject to change based on the needs of the organization.