Equity Plan Support Specialist

Muriel Siebert & Co Inc; Nashville (TN); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Vision insurance

Job summary

A financial services company based in Nashville is searching for a Stock Plan Participant Support Specialist. This role involves providing education, guidance, and support to employees participating in stock plans. The ideal candidate must hold active Series 7 and Series 63 licenses and have a strong understanding of equity compensation. Excellent communication skills and attention to detail are crucial in a client-focused and fast-paced environment. Competitive salary and benefits are offered.

Qualifications

• Active Series 7 and Series 63 licenses are required.
• Strong understanding of equity compensation plans and brokerage operations is essential.
• The candidate should be comfortable in a fast-paced, client-centric environment.

Responsibilities

• Provide frontline support to stock plan participants via phone, email, and chat.
• Educate participants on various types of equity awards.
• Guide participants through the use of the trading platform.
• Maintain clear and detailed records of participant interactions.
• Suggest process improvements that enhance the participant experience.

Skills

Excellent communication and client service skills

Strong understanding of equity compensation plans

Detail-oriented

Strong organizational abilities

Problem-solving abilities

Job description

A financial services company based in Nashville is searching for a Stock Plan Participant Support Specialist. This role involves providing education, guidance, and support to employees participating in stock plans. The ideal candidate must hold active Series 7 and Series 63 licenses and have a strong understanding of equity compensation. Excellent communication skills and attention to detail are crucial in a client-focused and fast-paced environment. Competitive salary and benefits are offered.