Client Success Manager
Morgan Stanley•Alpharetta, GA
456d
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About The Position
The Client Success Manager (CSM) at E*TRADE Corporate Services is responsible for providing comprehensive service and support to an assigned book of clients, focusing on stock plan administration. This role involves maintaining stock plan records, ensuring compliance with accounting and financial reporting requirements, and fostering strong client relationships. The CSM acts as a client advocate, delivering high-level services and identifying sales opportunities.
