Executive

• Conduct inbound and outbound calls to stock option and share purchase plan executive-level participants
• Work with issuer executive teams on complex issues including establishing 10b5-1 plans, 144 filings, share gifting, and money movement
• Address customer needs and challenges sensitively, efficiently, and in a timely manner
• Use Shareworks and other online tools to respond to client inquiries
• Respond to participant complaints and resolve or appropriately escalate situations
• Achieve daily benchmarks for call volumes and response accuracy
• Follow established processes for privacy, compliance, and audit requirements
• Collaborate closely with team members and share information appropriately
• Build and maintain strong relationships with executive and C-Suite clients

Executive jobs in Utah

Executive Services Specialist, Associate