Associate, Client Success Manager

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 43 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and prosper.

Morgan Stanley was the industry’s first stock plan service provider and has over 40 years of experience. In May, 2019 Morgan Stanley completed the acquisition of Solium Capital, Inc. and the introduction of Shareworks by Morgan Stanley. Combining cutting-edge technology with outstanding client service and premier wealth management capabilities, Shareworks by Morgan Stanley is designed to simplify the complexities of equity plan management, while helping employees realize the full potential of their benefits.

Position Summary

• Provide stock plan administration support for multiple corporate clients using the Shareworks platform
• Administer Stock Options, Restricted Stock Awards, and Performance Awards
• Assist clients with the processing of new grants, exercises, releases, performance measurement applications, dividends, deferrals
• Assist clients with daily/monthly/year end reporting and requested Adhoc reporting. Help with reconciliation when needed
• Ensure accurate and timely responses to all equity related inquiries and corrections internally and externally
• Maintain and create event timelines and operating procedures with the focus of process improvements
• Work with internal and external teams to ensure successful Compliance audits
• Interface with client contacts, financial advisor team, service center, and internal operations
  
  

Qualifications

• Bachelor’s degree preferred
• CEP 1 a plus
• Finance classes or Financial firm experience a plus
• Good written and verbal communication skills necessary for interacting with our clients and others throughout the organization
• Ability to work well with others toward common goals
• Ability to work in a fast paced environment with periods of high volumes and pressure; need to be able to meet deadlines for daily weekly and monthly deliverables; prioritize workflow and critical issues
• Proficient in Microsoft Office applications
• Comfortable learning new technology
• An understanding of the workings of the equity compensation business and / or a finance background is a plus but not necessary
• Customer service experience helpful
  
  

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posting Date

Sep 6, 2024

Primary Location

Americas-Canada-Alberta-Calgary

Education Level

Bachelor's Degree

Job

Wealth Management

Employment Type

Full Time

Job Level

Associate