Morgan Stanley
Overview
Join to apply for the
Client Success Manager, Associate
role at
Morgan Stanley .
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 43 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and prosper.
Morgan Stanley was the industry’s first stock plan service provider and has over 40 years of experience. In May 2019 Morgan Stanley completed the acquisition of Solium Capital, Inc. and the introduction of Shareworks by Morgan Stanley. Combining cutting-edge technology with outstanding client service and premier wealth management capabilities, Shareworks by Morgan Stanley is designed to simplify the complexities of equity plan management, while helping employees realize the full potential of their benefits.
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
Qualifications
Customer service experience helpful
Bachelor’s degree preferred
CEP 1 a plus
Finance classes or Financial firm experience a plus
Good written and verbal communication skills necessary for interacting with our clients and others throughout the organization
Ability to work well with others toward common goals
Ability to work in a fast paced environment with periods of high volumes and pressure; meet deadlines for daily weekly and monthly deliverables; prioritize workflow and critical issues
Proficient in Microsoft Office applications
Comfortable learning new technology
An understanding of the workings of the equity compensation business and / or a finance background is a plus but not necessary
What You Can Expect Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Our values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — guide the decisions we make every day. We offer attractive and comprehensive employee benefits and perks, and opportunities to grow within the business.
To learn more about our offices across the globe, please copy and paste the following URL into your browser: https://www.morganstanley.com/about-us/global-offices
EEO Statement Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
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Client Success Manager, Associate
role at
Morgan Stanley .
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 43 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and prosper.
Morgan Stanley was the industry’s first stock plan service provider and has over 40 years of experience. In May 2019 Morgan Stanley completed the acquisition of Solium Capital, Inc. and the introduction of Shareworks by Morgan Stanley. Combining cutting-edge technology with outstanding client service and premier wealth management capabilities, Shareworks by Morgan Stanley is designed to simplify the complexities of equity plan management, while helping employees realize the full potential of their benefits.
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
Qualifications
Customer service experience helpful
Bachelor’s degree preferred
CEP 1 a plus
Finance classes or Financial firm experience a plus
Good written and verbal communication skills necessary for interacting with our clients and others throughout the organization
Ability to work well with others toward common goals
Ability to work in a fast paced environment with periods of high volumes and pressure; meet deadlines for daily weekly and monthly deliverables; prioritize workflow and critical issues
Proficient in Microsoft Office applications
Comfortable learning new technology
An understanding of the workings of the equity compensation business and / or a finance background is a plus but not necessary
What You Can Expect Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Our values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — guide the decisions we make every day. We offer attractive and comprehensive employee benefits and perks, and opportunities to grow within the business.
To learn more about our offices across the globe, please copy and paste the following URL into your browser: https://www.morganstanley.com/about-us/global-offices
EEO Statement Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
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