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Equity Plan Client Services Specialist Job Details

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Equity Plan Client Services Specialist (Ref: 6382)
Sector, Sub Sector: Other
Compliance Type: Regulatory/Compliance
Expertise: -
Company: SunGard
Location: New York-340 Madison Ave. , New York Americas, United States
Employment Type: Permanent
Job Description:

SunGard is a leading provider of solutions for the global processing of securities and derivatives. These solutions support trade processing, clearing, and accounting, helping brokerage and clearing firms streamline operations and control risk and cost. SunGard solutions provide centralized transactional databases, support cross-asset business functions, and offer consolidated views of accounts and risk management. The solutions help firms gain front-to-back operational efficiencies and realize advantages of scale, supporting business growth.

·         More than 5 million transactions a day are processed on SunGard’s GMI and Phase3.
·         Six of the top 10 largest bank and thrift holding companies use SunGard’s InTrader.
·         SunGard’s GMI supports listed derivatives transactions on 90 exchanges worldwide.

Position Responsibilities

Responsibilities including planning, implementing, and administering 401(k), Stock Option, Non-Qualified Deferred Compensation, Employer Stock Purchase, Health and Welfare and Defined Benefit plans.  Plan and implement strategies to reduce costs, improve quality, and meet current and future client and regulatory requirements.  Highlights included: Strategic and Tactical Planning, Mergers and Acquisitions, Regulatory Compliance, Financial Audits, Investment and Service Reviews, New Product Rollout, Relationship Penetration, Annual Compliance Testing and Filing, ongoing payroll process flows and investing, administrative training and development and new business finals presentation support.

Position Requirements

Ability to multi-task.
Excellent interpersonal and communications skills
Strong technical knowledge of defined contribution and SOP plans
Ability to interact effectively with Senior HR and Finance executives
Superior project management skills, capable of working on multiple projects
Well Organized and client focused; able to anticipate client needs
Refined negotiating and objection handling skills
Commitment to provide handling skills
Willingness to travel
Strong PC skills.
Defined Benefit experience a plus
Minimum three to five years Defined Contribution experience

 
Job Ref No: 6382