Client Success Manager, Associate (Canadian Public)

Introducing Morgan Stanley at Work:

We know a lot about investing and are certain there’s no better investment a company can make than in its employees. People don’t just drive a company; they are the company. So, when people work at their best, companies do too. Morgan Stanley at Work , a division of Morgan Stanley Wealth Management, provides workplace financial solutions that build employee financial confidence, foster loyalty, and help our corporate clients attract and retain top talent. Our end-to-end offering spans Equity, Financial Wellness and Retirement Solutions. Plus, we provide all employees with Financial Empowerment, so they have the knowledge, tools and support needed to make the most of their workplace financial benefits.

What you’ll be part of – our Morgan Stanley at Work culture:

At Morgan Stanley at Work, we walk the talk. We have created a place for our employees to learn, achieve and grow – a place for people to build a career where you can thrive both personally and professionally. We are passionate about exceeding our clients’ expectations and helping them succeed. We are fearless in taking on new challenges that deliver exceptional results. We believe amazing things can happen when we work together in an environment where everybody has a true sense of belonging and their ideas are heard.

We value differences and are committed to providing a work environment where our people can do their best work. We look for people who are problem solvers, empathetic listeners, team players and inclusive leaders. We are committed to your growth and development, and your entire employee experience. We recognize that our people and culture are the keys to our success. We invite you to explore how you can be an integral part of our team.

Team Profile:

The Wealth Management Field partners closely with its affiliate entity, Morgan Stanley at Work, to create a seamless and consistent corporate employee (“participant”) experience throughout their financial life journey that will ultimately lead to a Morgan Stanley Wealth Management relationship .Our approach is highly scalable, leveraging an omni-channel strategy with an emphasis on messaging, onboarding, cross-selling, activation, and servicing of those participants. Our goal will be to drive growth across all client segments, from the Mass-Affluent to Ultra High Net Worth, with new digital and human capabilities.

Position Description:

The Client Success Management (CSM) organization provides ongoing corporate client stock plan servicing on Shareworks, for corporate clients who choose to outsource the support of critical functions of equity compensation, as well as those who elect to maintain administrative responsibilities within their corporation. Operating with deep business acumen and robust platform knowledge, the CSM organization supports corporate clients with daily, monthly, and annual event processing and case management. Team members research and respond to client inquiries and issues, in a timely manner, complying with internal SLAs and ensuring a positive client experience. Operating with a “One team” mindset, the CSM organization supports the new client Onboarding and Go-to-market teams with servicing inquiries for seamless client support. The mission of the Client Success Management organization is to deliver best in class service, ease of use, and flawless execution, resulting in the establishment of trusted partnerships with clients.

We are seeking someone to join our team as a Client Success Manager to provide ongoing corporate client stock plan servicing on Shareworks, ensuring seamless support for critical equity compensation functions, and fostering trusted partnerships through exceptional service and flawless execution.

Responsibilities:

• •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

Required Skills:

• •1-5 years of customer service experience with primary responsibility of answering and resolving customer inquiries
• •Knowledge of French and English is required.
• •Self-motivated with the ability to effectively manage multiple tasks against tight deadlines
• •A passion for providing proactive client-focused solutions
• •Highly attentive to client needs and requests, while demonstrating effective prioritization, time management skills and solid judgment for escalating when appropriate
• •Willing to go above and beyond, while maintaining a positive attitude
• •Strong analytical, problem-solving skills, and proven attention to detail
• •Disciplined in following processes, procedures and adhering to controls
• •Able to work under pressure, retaining focus and positive attitude
• •Ability to assist in the development and improvement of internal and external processes.
• •Fluency in written and spoken English is a must

Preferred skills:

• •Associate degree or higher preferred in business, finance, accounting, or related field
• •CEP Certification is preferred, not required.
• •Basic/intro level of knowledge of equity platform
• •Basic/intro level of knowledge Equity Compensation Industry

We offer:

• •To work with some of the best professionals in the business - for a firm that values individual intellect as much as teamwork
• •State-of-the-art offices that are designed to maximize collaboration
• •Flexible working arrangements
• •Enriching challenges that provide opportunity for constant learning and advancement
• •An environment which is leveraging technology to its highest potential

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

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