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CUSTOMER SERVICE MANAGER FOR STOCK PLANS

• BS / BA Degree or equivalent combination of education, training and experience with an emphasis on Finance, Business and/or Economics
• Possession of S7, 63 and 24 Licenses
• Ability to successfully complete internal CEE (Certified Equity Expert) exam within 6 months
• Ability to successfully complete equity compensation, industry-standard CEP(Certified Equity Professional) exams; ability to pass Level 1 exam within one year, and Levels 2 and 3 within 2 ½ years
• Education or Training Equivalent to BA/BS, preferably in business administration, finance or related field.
• Minimum of 1 year professional phone skills and/or client relationship management
• Excellent verbal and written communication skills
• Ability to resolve issues promptly in a dynamic environment
• Complete understanding of the securities industry, including equity and option trading, and a thorough understanding of advanced product information
• Ability to exercise sound judgment and independent decision making skills
• Positive and professional attitude
• Ability to work flexible shift assignments.
• Ability to develop and maintain business relationships