Client Success Manager, Associate at Morgan Stanley

Alpharetta, Georgia, United States -

Full Time

Start Date

Immediate

Expiry Date

28 Jan, 26

Salary

0.0

Posted On

30 Oct, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Success, Stock Plan Administration, Reporting, Reconciliation, Customer Service, Communication Skills, Team Collaboration, Time Management, Microsoft Office, Technology Learning, Equity Compensation, Finance Knowledge

Industry

Financial Services

Description

Provide stock plan administration support for multiple corporate clients using the Shareworks platform 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 Work with internal and external teams to ensure successful Compliance audits 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; 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 Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. 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.

Responsibilities

Provide stock plan administration support for multiple corporate clients and assist with various equity-related processes. Ensure accurate and timely responses to inquiries and collaborate with internal and external teams for compliance audits.