Conduct reviews with clients when needed, to share product trends and enhancements along with detailed plan level statistics to update the client on plan health. Regular contact with clients to maintain a high level of personal interaction. Monitor client satisfaction through internal benchmarks as well as regularly inquiring about their level of satisfaction with the administration. Promoting and sharing best practices from our products and the industry on how to improve service and execution. Align client requests and expectations with business needs and constraints while maintaining a positive relationship with client contacts. Coordinate new projects with clients and internal teams. Maintains and tracks an open items log and ensures client satisfaction and remediation for all items. Engage with the various Shareworks service support organizations to ensure awareness of plan rules and key events for adequate support. Keep open communications regarding plan events, open items, or key issues impacting the plan that may impact overall strategic plans for the company. Work with all colleagues professionally and respectfully by sharing information and aiding in high volume times when necessary. Ability to work under periods of extreme pressure with very tight time constraints, i.e. periods of unexpected high volume activity on major client events or a designated project Ability to make a case for difficult decisions and present to management Ability to identify problems and articulate the concerns both verbally and in written form to clearly communicate the item to internal and external stakeholders needed for resolution At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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. We're committed to bringing passion and customer focus to the business. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.
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