Build trusted corporate client relationships at Morgan Stanley at Work through equity compensation servicing, platform support, and timely case management. Work across Shareworks and Equity Edge Online.
This Associate Client Success Manager role supports daily, monthly, and annual stock plan administration activities. You will answer inquiries, troubleshoot platform questions, research issues, and provide documented solutions. Your work helps corporate clients manage equity plan terms, employee data, and associated service offerings while meeting internal service-level agreements.
Key Responsibilities:
- Monitor queues and manage cases using Salesforce.com and Zendesk
- Answer client inquiries and troubleshoot platform questions
- Research, document, and resolve client issues
- Maintain long-term relationships and manage customer expectations
- Lead client meetings and share relevant product updates
Requirements:
- One to five years of customer service experience
- Passion for proactive, client-focused solutions
- Attention to detail and disciplined process adherence
- Basic knowledge of equity platforms and compensation
- Competency with email, internet, Excel, and Word
Bring empathetic client communication, platform troubleshooting, and equity compensation knowledge to Morgan Stanley at Work's service organization.
Equity Compensation Client Specialist 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.
