*Qualified candidate may be hired in Sandy, UT; Alpharetta, GA; & Tempe, AZ*

SUMMARY

Client Services provides stock plan administration services for clients of E*TRADE Corporate Services. This department, which is divided into 4 distinct segments: Large, Mid, Emerging and Private; assist corporations who either choose to outsource this critical function or elect to maintain administrative responsibilities within their corporation.

The Equity Compensation professional is responsible for providing comprehensive service and support to an assigned book of clients. This includes using Equity Edge Online and various other tools to maintain stock plan records, and support all accounting, financial reporting and associated compliance requirements. Candidates for the

Equity Compensation positions will possess the following qualities:

• Ability to make decisions to resolve client issues and concerns
• Ability to develop and maintain client relationships
• Ability to participate in sales presentations and identify sales opportunities

RESPONSIBILITIES

• Associates will apply a high-level of equity compensation expertise to proactively manage an assigned base of Corporate Clients, acting as a Client advocate and partner, delivering a high-level of stock plan administration services
• Day to day activities will include, but is not limited to:
  • Updating Equity Edge and Stock Plans on a daily basis based upon data updates received from assigned Clients (e.g. new hires, terminations, etc.), participant transactions, etc.
  • Ensuring all participant stock plan transactions are correctly processed and settled in a timely manner (ESPP Purchases, ESPP sales, Option Exercises, SWAPS, Reloads, Option Grants etc.)
  • Surveys and tracking of Disqualifying Dispositions
  • Valuation Reporting, Section 16 Insider Reporting & Client-specific custom processes (e.g. custom reports, scripts, etc.)
  • Monthly balancing of Client plans
  • Managing Client inquiries and requests in a timely and professional manner
  • Knowledge of data flows between interfacing systems
  • Coordinating with various teams (e.g. Operations, Account Management, Product Development, etc.) to deliver industry leading solutions for Equity Compensation Support Services