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Client Success Manager

AT Morgan Stanley
Morgan Stanley

Client Success Manager

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 1-5 years of customer service experience with primary responsibility of answering and resolving customer inquiries 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 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 Build a career with impact. Visit morganstanley.com for more information. 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. 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. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.

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Job ID: Morgan-549783992533
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • FSA
    • Virtual Fitness Classes
    • HSA
  • Parental Benefits

    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Return-to-Work Program
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Adoption Leave
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Leave of Absence
    • Volunteer Time Off
    • Personal/Sick Days
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Lunch and Learns
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
    • Internship Program
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)