Stock Plans Associate

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 be the primary point of contact for employees participating in public company stock plans , providing education, support, and guidance on equity compensation. 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 understanding of plan documentation Trading & Transaction Guidance Help participants navigate the trading platform and guide them through exercises and sales Coordinate with brokerage partners to address trade‑related inquiries Monitor and ensure timely execution and reporting of participant transactions Operational Excellence Maintain accurate and detailed records of participant interactions Identify and escalation opportunities for process improvement, FAQs, and resource enhancements Licensing Requirement Candidates must obtain FINRA Series 7 and Series 63 licenses within 6 months of hire Company‑sponsored training, resources, and exam preparation provided Qualifications Strong interest in finance, equity compensation, or capital markets Excellent communication and customer service skills Comfortable learning trading and brokerage systems Self‑motivated with strong problem‑solving abilities Ability to meet deadlines and manage multiple priorities #J-18808-Ljbffr Siebert Financial