Stock Plans Representative

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Vision insurance

Position Summary:

We are seeking a highly motivated and customer-focused Stock Plan Participant Support Specialist to join our team. In this role, you’ll serve as the primary point of contact for employees participating in public company stock plans, delivering education, guidance, and exceptional support related to their equity compensation.

Active Series 7 and Series 63 licenses are required for this role, as you’ll assist participants with equity transactions and related brokerage activities.

Key Responsibilities:

Participant Support & Education:

• Provide frontline support to stock plan participants via phone, email, and chat
• Educate participants on various types of equity awards (RSUs, stock options, ESPP, etc.)
• Assist with account setup, online access, and plan documentation

Trading & Transaction Guidance:

• Guide participants through the use of the trading platform and assist with transactions such as exercises and sales
• Collaborate with brokerage partners to resolve trade-related inquiries or issues
• Ensure accurate and timely processing of all participant transactions and reports

Operational Excellence:

• Maintain clear and detailed records of participant interactions
• Identify recurring questions and contribute to improved FAQs and knowledge resources
• Suggest process improvements that enhance the participant experience

Required Qualifications:

• Active Series 7 and Series 63 licenses
• Strong understanding of equity compensation plans and brokerage operations
• Excellent communication and client service skills
• Detail-oriented with strong organizational and problem-solving abilities
• Comfortable in a fast-paced, client-centric environment