Client Services Representative - Core Markets, Public

<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 – it’s part of everyone’s DNA.<BR><BR>And just as important, we have a shared culture that helps us know how we work together to achieve amazing results.</strong>

Shelton, CT

Shareworks

<p><strong><span style="font-size: 10.5pt; font-family: 'Verdana',sans-serif;">If you're looking for something a little different for your career, you've come to the right place. What started as a sketch on a napkin is now our world-class software platform that combines cutting-edge technology with outstanding client service and premier wealth management capabilities. Shareworks by Morgan Stanley is designed to simplify the complexities of equity plan management, while helping employees realize the full potential of their benefits. We reward our people with a fun and dynamic workplace culture and the opportunity to be part of our continued international growth and success.</span></strong></p> https://solium.com/

keywords: teamwork,the opportunity,compensation,relationships,management,teamwork,training,analysis,experience,innovation,management,organization,degree,language,knowledge

Full Time

Overview: <p class="opportunity-description" data-automation="job-description" data-bind="html: Description"><p><strong>About Solium</strong><br><br>Solium is fulfilling a vision of becoming the global leader in equity-based (stock) incentive and share purchase savings plan management. We specialize in the delivery of complete web-based services for the full lifecycle of equity-based incentive and savings plans. Through our technically advanced Solium Shareworks™ platform, Solium is setting the Industry's service standard for the administration and execution of all types of equity-based incentives and savings plans.<br><br><strong>Why work at Solium</strong><br><br>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.<br><br>With offices in Canada, the United States, the United Kingdom, France, Germany, Spain, Australia and Hong Kong we strive every day to work locally while thinking globally, in order to achieve service excellence.<br><br><strong>Our culture</strong><br><br>Solium takes cultural characteristics from the industries we draw upon. We develop and maintain a sophisticated set of enterprise software products, so we embody the casual style but relentless focus that is often associated with the tech industry. But we are also a client service organization, offering support to both corporate clients and their employees. We also employ a wealth of “numbers” people, those with backgrounds in math, finance and economics. And because we are a global organization, you’ll routinely hear English, French, Spanish, Dutch, German, Cantonese and other languages spoken in our offices. Solium offices are all about diversity. What unites us is a commitment to quality. We are all passionate people who bring our best in support of a singular focus, to be the global leader in our industry.<br><br>We think in terms of what-ifs. And we answer with:</p> <ul> <li><strong>Innovation </strong>– We create solutions and services that make the complex manageable</li> <li><strong>Flexibility</strong> – We offer the choices that provide compliance and convenience</li> <li><strong>Service</strong> – We demonstrate problem-solving, reliability and accuracy in everything we do for our customers</li> </ul> <p>We reward our people with a competitive compensation and benefits package and a fun, flexible work environment.</p> <p>We currently have a full-time, permanent opportunity for a:<br><br><strong>Client Services Representative– Core Markets, Public</strong><br><br>Located in Shelton, CT and reporting to the Manager, Client Services, the Client Services Representative is responsible for building and nurturing strong relationships with HR professionals, senior financial staff, and high-level payroll/benefits contacts on Solium enterprise accounts. You will apply your extensive knowledge of Solium products, in addition to strong customer service and communication skills.<br><strong><br><br/><br/>Solium is a fast growing Company where every member of our team is integral to our success. If you have an unfailing commitment to excellence, alignment to customer interests, and strong problem-solving skills, Solium would welcome your contribution to our enthusiastic team. We reward our people with a competitive compensation and benefits package.
Responsibilities: </strong></p> <ul> <li>Delivering optimum service to our customers, including corporate client account administration and providing responses to customer inquiries by phone, email or ticketing system as required</li> <li>Being attentive to client needs and requests meanwhile, demonstrating effective prioritization, time management skills and escalating when appropriate</li> <li>Managing the administration of share purchase plans, stock options and awards for specific client groups</li> <li>Developing and maintaining long term client relationships</li> <li>Effectively documenting and maintaining client processes</li> <li>Processing timely and accurate data updates, data manipulation and data management by updating the software per client instruction</li> <li>Proactively participating in ongoing training to expand your own knowledge base</li> <li>Tracking open issues and escalating internally as appropriate</li> <li>Identifying errors and potential issues and working collectively with other team members and internal stakeholders to find solutions</li> <li>Understanding financial reporting and administrative reports</li> <li>Actively managing customer expectations to ensure maximum satisfaction with Solium's products and services</li> <li>Willing to work in a strong team environment</li> <li>Interacting with Relationship Management Team on customer issues and being responsible for client satisfaction</li> </ul> <p><strong>
Requirements: <ul> <li>Post-secondary diploma or degree is required</li> <li>Minimum 3-year customer service, financial and/or operational experience</li> <li>Successful completion of Certified Equity Professional (CEP) program would be an asset, but not required</li> <li>Self-motivated with the ability to effectively manage multiple tasks against tight deadlines</li> <li>Customer service and operational experience, with a passion for providing proactive client-focused solutions</li> <li>Demonstrated ability to prioritize and multi-task, including escalating when appropriate</li> <li>Willing to go above and beyond, while maintaining a positive attitude</li> <li>Fluency in written and spoken English is a must</li> <li>Strong analytical, problem solving skills, and proven attention to detail</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>Understanding of ASC 718, expensing and valuation regulations and requirements, including valuation models is an asset</li> <li>Demonstrated competency with common technology and technical concepts, including but not limited to email, internet, Excel and Word</li> </ul>