Client Success Manager, Associate
Role Overview
The organization services corporate clients' stock plans on Shareworks and Equity Edge Online.
The team handles daily, monthly, and annual event processing, case management, client inquiries, and issue resolution under internal service-level agreements.
The Client Success Manager is an operational role administering stock plan events, processes, and data changes for corporate clients.
The role works directly with clients to answer questions, resolve concerns, and strengthen relationships.
Key Skills for This Role
Full Job Posting
Morgan Stanley at Work
Morgan Stanley at Work provides workplace financial solutions spanning equity, financial wellness, and retirement solutions.
U.S. Public Equity Solutions handles corporate client engagement, onboarding, and day-to-day service for equity administration plans.
Client Success Management
The organization services corporate clients' stock plans on Shareworks and Equity Edge Online.
The team handles daily, monthly, and annual event processing, case management, client inquiries, and issue resolution under internal service-level agreements.
The Client Success Manager is an operational role administering stock plan events, processes, and data changes for corporate clients.
The role works directly with clients to answer questions, resolve concerns, and strengthen relationships.
Responsibilities
- Perform daily client procedures, assess import errors, and complete fixes.
- Reconcile disposition records in monthly processes.
- Process restricted stock releases or stock purchases as needed.
- Manage Employee Stock Purchase Plan enrollment changes, online grant agreements, and equity plan reporting.
- Update software according to client instructions and maintain accurate, timely data.
- Identify issues, coordinate solutions with colleagues and internal stakeholders, and track cases to resolution.
- Document client processes and monitor queues for new case assignments using Salesforce and Zendesk.
- Create and complete cases, document solutions, and update client records in Salesforce.
- Build client relationships, manage customer expectations, and respond to inquiries.
Requirements
- The provided description does not include explicit candidate qualifications or experience requirements.
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