Client Service Representative - Large Markets

<p><strong>When you join Solium you quickly understand the focus on providing our customers with smarter software, remarkable service and relationships built on trust and reliability. We can state this with confidence &ndash; it&rsquo;s part of everyone&rsquo;s DNA.</strong></p> <p><strong>And just as important, we have a shared culture that helps us know how we work together to achieve amazing results.</strong></p>

Tempe, AZ


<h3 class="hdg hdg-xl thin">Get bullish with your career</h3> <p>If you're looking for something a little different for your career, you've come to the right place. Solium is a fast-growing company where every team member is vital to success. If you have an unfailing commitment to excellence, alignment with customer interests and strong problem-solving skills, Solium welcomes your contribution to our enthusiastic team. We reward our people with a fun and dynamic workplace culture and the opportunity to be part of our continued international growth and success.</p>

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Overview: Located in&nbsp;<strong>Tempe, AZ</strong>&nbsp;and reporting to the&nbsp;<strong>Director, Client Services&nbsp;</strong><strong>&ndash;</strong><strong>&nbsp;Large Markets,</strong>&nbsp;the Client Service Representative, Large Markets is responsible for building and nurturing strong relationships with HR professionals, senior financial staff, and high-level customer contacts. Your clients will be selected from Solium&rsquo;s largest enterprise accounts, and include some of the biggest, most recognizable company names in the world! You will apply your extensive knowledge of Solium products and equity compensation plan management, in addition to strong customer service and communication skills.
Responsibilities: <ul> <li>Providing &lsquo;white glove&rsquo; service in response to clients&rsquo; inquiries by phone, email, or ticketing system, while demonstrating exceptional prioritization, time management skills and escalating when appropriate; developing, maintaining and enhancing long-term client relationships as a result</li> <li>Managing the administration of share purchase plans, stock options and awards for specific, complex client groups with global needs</li> <li>Ensuring client documentation is current, complete and consistent with all client and Solium processes</li> <li>Processing timely and accurate data updates, data manipulation and data management by updating the software per client instruction</li> <li>Identifying errors and potential issues and working collaboratively with team members and internal stakeholders to find timely and appropriate solutions</li> <li>Participating proactively in ongoing training to expand your own knowledge base, focusing on industry knowledge and Shareworks expertise in order to better support your clients; includes requirement to either currently hold or successfully obtain both your Shareworks Certification and your Certified Equity Professional (CEP) designation</li> <li>Actively managing customer expectations to ensure maximum satisfaction with Solium's products and services</li> <li>Working effectively in a highly-collaborative cross-functional environment, including interacting with the Relationship Management team on customer issues and taking ownership client satisfaction</li> <li>Building and deepening your understanding of financial reporting and administrative reporting related to equity compensation plan management</li> <li>Tracking open issues and escalating internally as appropriate</li> </ul>
Requirements: <ul> <li>Post-secondary diploma or degree in Commerce, Business or similar area of focus is required</li> <li>6+ years of customer service, financial and/or operational experience</li> <li>Fluency in written and spoken English is a must; fluency in an additional language is a benefit</li> <li>Proven success working collaboratively in a B2B environment is preferred; previous experience working with large or multi-national companies is a definite plus</li> <li>Successful completion of Solium&rsquo;s Shareworks Certification Level I within one year</li> <li>Successful completion of Certified Equity Professional (CEP) program is preferred; successful candidate must be willing to obtain designation within two years</li> <li>Series 7 License, or Accounting background would be ideal, but not required</li> <li>Demonstrated analytical, problem-solving skills, and strong attention to detail</li> <li>Demonstrated ability to prioritize and multi-task, proven ability to effectively respond to and manage concurrent tasks and client requests against tight deadlines</li> <li>Ability to apply your entrepreneurial, innovative mindset to assist in the development and improvement of internal and external processes</li> <li>Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities</li> <li>Demonstrated competency with common technology and technical concepts, including but not limited to email, internet, Excel and Word</li> <li>Strong client facing and relationship skills including management of client calls, tracking client issues and overall relationship management</li> </ul>