Client Specialist

Our client is a well-established, global FinTech company that supports the financial services industry in the digital transformation of their incentive and retention award plan administration processes. Their clients include some of the most prominent banks, asset managers, wealth managers, insurance companies and private capital firms in the world. They employ over 90 professionals in offices throughout the U.S. and Europe in an entrepreneurial culture that places significant value on employees. The company is proud that nearly a quarter of their employees have been with them for over ten years, and that many of their leaders have been promoted through the organization. Despite having already achieved a sizeable market share, the company is poised to capitalize on tremendous growth opportunities that exist in the current U.S. and European target markets and in untapped markets throughout Asia and the Middle East.

The Role: Executive Services Associate / Team Support

The Executive Services Associate is a great client service role to accelerate or start your career and give you valuable training and exposure to all departments with direct contact to clients. S/he will closely support the Executive Services team by liaising with executives regarding reporting, data and analytics, communicating regarding clients’ online investment and compensation plan accounts, facilitating the set-up and execution of related events and communications.

Ongoing responsibilities will include:

• Communicate with Financial Services executives via phone and email regarding online client requests
• Act as Team Support to help at the front desk in answering calls, assisting with administrative tasks, booking meetings and travel, maintaining and restocking office kitchen, and other special projects as needed.
• Coordinate the resolution of complex issues or concerns received from executives with input from various internal or external teams.
• Special projects or any other requests by the Executive Services Manager.
• Facilitate the set-up and execution of plan related events including, but not limited to: event creation within the Company system, document generation and posting, collection of electronic signatures and elections and communication management.
• Coordinate with internal teams to process market events and corporate actions for both domestic and international securities.
• Compile and deliver executive and plan related data analytics to clients.
• Provide feedback about business processes to promote a high level of efficiency.
• Work with clients’ HR and Recruiting departments to assess and perform valuations of deferred compensation awards held by potential hires/new hires.
• Communicate with clients’ HR, Recruiting and Legal departments to resolve general inquiries relating to client request
• Coordinate the resolution of complex issues or concerns received from executives with input from various internal or external teams.
• Compile and deliver executive, plan and award related data analytics to clients.
• Analyze business inefficiencies and assist with process (re)engineering.

Compensation and Professional Development

The chosen candidate will earn a competitive base salary, be eligible for a discretionary performance bonus and will participate in a generous benefits package. Given the company’s history of promoting from within, it is anticipated that the successful candidate will have numerous opportunities for growth within functional areas throughout the organization. Further, success in this role will broaden the candidate’s credentials within the marketplace while vastly expanding their professional network within the financial services industry.

Candidate Profile & Qualifications

Ideal candidates will have an aptitude to learn, will enjoy problem solving and will possess outstanding organization skills. Candidates should be creative, outside-the-box thinkers who thrive in a client-focused setting. Previous client service is a plus. In addition, candidates should have a genuine interest in pursuing a long-term career in the FinTech sector.