Client Service Representative, Private Markets

<strong>When you join Shareworks 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>

Sandy, UT

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,relationships,management,design,compensation,management,solutions,quality assurance,analysis,support,analysis,communication,relationships,environment,success,degree,experience

Full Time

Overview: <p class="opportunity-description" data-automation="job-description" data-bind="html: Description"><p><span>Has your paper napkin business plan turned into a billion-dollar reality? Ours has and that 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.</span></p> <p><span>Our employees have helped us get to where we are today; and as we continue to scale towards being the incomparable leader in our industry, we are looking for a <strong>Client Service Representative</strong> <strong>– Private Markets </strong>to help write the next chapter with us. </span></p> <p><span>Located in the private markets hotbed of <strong>Sandy, Utah</strong> the Client Service Representative, Private Markets is responsible for providing world-class customer service, solutions and support to senior-level decision makers at our Private Market client companies. We’re looking for teammates with a strong entrepreneurial spirit, a great sense of humor and the willingness to do what it takes to help get the job done!</span></p> <p><strong><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>Provide world-class customer service, solutions and support to senior-level decision makers at our client companies</li> <li>Proactively identify potential issues and work with team members and other internal stakeholders to find solutions</li> <li>Track and manage open issues identified by customers or monitoring tools, escalating as appropriate to ensure resolution and customer satisfaction</li> <li>Test fixes to issues, and stay involved in any additional follow ups, testing and troubleshooting</li> <li>Appropriate referral for billable services</li> <li>Populate intranet systems with relevant support content</li> </ul> <p><strong>
Requirements: <ul> <li>Associate&rsquo;s or Bachelor&rsquo;s degree in Business, Commerce or a related field</li> <li>Minimum 2 years related experience and/or training</li> <li>Proven success with and a passion for providing exceptional customer service</li> <li>Proven ability to translate complex concepts into layman&rsquo;s terms and relay this information to a variety of audiences</li> <li>Certified Equity Professional (CEP) program completion is an asset, but definitely not required</li> <li>Demonstrated ability to read and interpret a variety of documentation, including general business and professional articles, governmental regulations, technical instructions in mathematical or diagram form and deal with abstract and concrete variables</li> <li>Proven strength with business-related communication including: probability, statistical inference, fractions, percentages, ratios, proportions, developing and delivering presentations, writing reports and creating procedure documentation</li> <li>Strong analytical, attention-to-detail, and problem-solving skills</li> <li>Comfortable working in a fast-paced and evolving environment which includes ongoing learning and training opportunities</li> </ul> <p><strong>Please Note:</strong></p> <ul> <li>Candidates will be considered for both Client Services Manager and Client Services Representative roles based on their qualifications and experience. We can discuss this further with you if you are selected for a phone interview.</li> </ul> <p>&nbsp;</p> <p><em>While we thank all applicants for their interest in a career with Shareworks by Morgan Stanley, please note that only those individuals selected for an interview will be contacted.</em></p> <p>&nbsp;</p>