Client Success Manager

Morgan Stanley - Sandy, UT

Full-time - Mid Level

Sandy, UT

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

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. As a Client Success Manager, you will provide stock plan administration support for multiple corporate clients using the Shareworks platform. Your responsibilities will include administering Stock Options, Restricted Stock Awards, and Performance Awards, assisting clients with the processing of new grants, exercises, releases, performance measurement applications, dividends, and deferrals. You will also help clients with daily, monthly, and year-end reporting, as well as requested ad-hoc reporting. Ensuring accurate and timely responses to all equity-related inquiries and corrections, both internally and externally, is crucial. You will maintain and create event timelines and operating procedures with a focus on process improvements, and work with internal and external teams to ensure successful compliance audits. This role requires interfacing with client contacts, the financial advisor team, the service center, and internal operations. This is an on-site role requiring you to be in the office at least 3 days a week.

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, and deferrals.
• Help clients with daily, monthly, and year-end reporting and requested ad-hoc reporting.
• Ensure accurate and timely responses to all equity-related inquiries and corrections internally and externally.
• Maintain and create event timelines and operating procedures with a focus on 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.

Requirements

• Customer service experience helpful.
• Bachelor's degree preferred.
• Good written and verbal communication skills necessary for interacting with 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; need to be able to 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.

Nice-to-haves

• CEP 1 certification is a plus.