Financial Client Support -- BARDC5818651

Support the Client's Work team by supporting activities included, but not limited to: • Trust account openings and Early Lockup support • Temp staffing of dedicated support center • Private share lending- On platform and AAA support Daily responsibilities: • Supporting our Executive Financial Services home office team and operations around our restricted in street name product. • Working with Financial advisors on answering client questions and assisting them with EFS transactions • Liaising with capital markets and stock lending team on outstanding settlement on large transactions • Provide support to our 10b5-1 team as needed • Provide support to Stock plan teams as needed to support IPO clients. • Managing manual processes associated with opening and monitoring trust account activities [s]and private share lending[/s] related to current stock plan employees. • On platform and AAA support