Jack Haley
Minneapolis,MN
Summary
Motivated and professional individual with a strong ability to build productive relationships, resolve complex issues, and foster customer loyalty. With a [Number]-year background in maintaining customer satisfaction and contributing to company success, well-versed in utilizing [Software] and [Software] to streamline operations and enhance efficiency.
Overview
3
3
years of professional experience
Work History
Client Service Manager
Equiniti
03.2024 - Current
- Client Coordination: Managed over 18 corporate clients, facilitating their equity compensation plans including new grants and stock releases
- Plan Administration: Administered ESPP plans, handled open enrollment windows, contribution files, and purchase changes
- System Utilization: Updated new hires/terminations and participant exercise transactions using the Equity Admin system
- Regulatory Compliance: Managed blackout dates, SEC 16 officer lists, and 83B elections
- Compensation Cycles: Oversaw key compensation activities such as merit increases and incentive programs
- Data Integrity: Ensured data accuracy for all plans and provided necessary data for compliance testing
- Consultation: Advised plan sponsors to implement their equity award plans, aligning with industry standards.
Securities Services Specialist - Equity Compensation Services
Equiniti
11.2022 - 03.2023
- Operational Excellence: Executed complex securities and cash-related transactions with precision, leveraging extensive knowledge of unit functions and systems
- Problem Solving: Differentiated, processed, and reconciled transactions; adeptly resolved customer inquiries and complaints
- Procedure Development: Reviewed time-sensitive documents and revised departmental procedures to enhance efficiency
- Cross-Departmental Coordination: Effectively collaborated across multiple departments, ensuring seamless operations
- Leadership: Trained and provided direction to junior staff; served as a reliable backup across various desks
- Customer Engagement: Managed extensive customer contact, delivering exceptional service with minimal supervision.
Shareowner Services Representative
Equiniti
08.2021 - 11.2022
- Customer Advocacy: Served as the front-line brand ambassador, managing customer inquiries related to investment accounts
- Product Knowledge: Handled complex inquiries about transfer agent processing, long-term incentive programs, lost property, and proxy services
- Professional Communication: Maintained a high standard of professionalism in all customer interactions, ensuring satisfaction and trust.
Education
Bachelor of Strategic Management -
University of Northwestern - St. Paul
Skills
- Equity Compensation Management
- Customer Service
- Financial Services
- Data Import/Export
- Mathematics
Client Relationship Building
Exceptional communication
Customer Relations
Client Services
Account Management
Personal Information
Title: Client Service Manager
References
Available upon request
Timeline
Client Service Manager
Equiniti
03.2024 - Current
Securities Services Specialist - Equity Compensation Services
Equiniti
11.2022 - 03.2023
Shareowner Services Representative
Equiniti
08.2021 - 11.2022
Bachelor of Strategic Management -
University of Northwestern - St. Paul