Support corporate clients through stock plan administration using Salesforce.com, Zendesk, Shareworks, and Equity Edge Online platforms. Deliver accurate service while meeting internal SLAs.
As an Associate Client Success Manager, you will execute repeatable equity compensation administration tasks and respond to client questions. You will process events, manage data changes, resolve concerns, and maintain relationships. The work supports outsourced and client-managed stock plan functions across Morgan Stanley at Work's platforms.
Key Responsibilities:
- Process daily procedures, import errors, and related fixes
- Complete monthly reconciliation of disposition records
- Process restricted stock releases and stock purchases
- Update enrollment, grant agreements, reporting, and client data
- Document solutions and track issues through resolution
Requirements:
- Associate degree or higher preferred in business, finance, or accounting
- One to five years resolving customer inquiries
- CEP Certification preferred; Level 1 required within twelve months
- Strong analytical, problem-solving, prioritization, and time management skills
- Fluency in written and spoken English
Apply client service, equity compensation, platform knowledge, and precise data management as an Associate Client Success Manager.
Client Success Manager Stock Plans in Calgary employer: Morgan-Stanley
Join Morgan Stanley in Toronto as an Investment Banking Associate and experience a vibrant work culture that prioritizes diversity, innovation, and professional growth. With access to comprehensive training programs and mentorship opportunities, you will thrive in a collaborative environment while working on high-impact M&A and capital financing transactions for both Canadian and international clients. Enjoy the unique advantage of being part of a globally recognized firm that values your contributions and supports your career advancement.
