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Client Service Associate

Company: insightsoftware
Location: Roseville
Posted on: May 3, 2021

Job Description:

Job Description

The Client Service Associate is a key member of outsourcing team and plays a vital role in the delivery of our services. Working together with the team, the Client Service Associate is responsible for the day to day tactical client support, ensuring the timely and accurate execution on all aspects of equity plan administration and financial reporting deliverables.


* Ensure outstanding service delivery to our team, internal, and external clients
* Assist the various teams with developing client-specific procedures, responding to inquiries, planning for future stock plan events, maintaining and ensuring data integrity and overseeing the administration of all functions of the equity plan administration (processing, stock issuance, settlement processing, taxation, reporting, etc.)
* Preform detailed research to solve administrative issues
* Participate in testing efforts for client issues and product enhancements
* Serve as an initial point of contact to team members for support and problem resolution
* Provide system and process training to new clients and team members
* Assist with the completion of data templates, ensuring complete and accurate inputs
* Interface with cross-functional team members, as needed, in delivering timely and accurate client administration services (sales, support, engineering, etc.)

Keywords: insightsoftware, Roseville , Client Service Associate, Other , Roseville, California

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