Client Success Manager, Associate at Morgan Stanley

Sandy, Utah, United States -

Full Time

Start Date

Immediate

Expiry Date

13 Mar, 26

Salary

0.0

Posted On

13 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relationship Management, Data Management, Problem Solving, Attention to Detail, Time Management, Analytical Skills, Customer Service, Salesforce.com, Zendesk, Trade Processing, Equity Plan Reporting, Proactive Solutions, Documentation, Product Testing, Technical Concepts, Communication Skills

Industry

Financial Services

Description

Performs daily client procedures including but not limited to processing daily trades, assessing import errors and related fixes, and administering trade and pre-trade clearances Performs monthly functions including, but not limited to monthly balancing Performs the processing of Restricted Stock Releases or Stock purchases, as necessary Manages changes to Employee Stock Purchase Plan Enrollment, Online Grant Agreements, and Equity Plan reporting Processes timely and accurate data updates, data manipulation and data management by updating software per client instruction Identifies errors and potential issues, working collectively with other team members and internal stakeholders to find solutions; tracks open issues to resolution Effectively document and maintain client processes Monitors queues for new case assignments using tools such as Salesforce.com and Zendesk. Utilize Salesforce.com application to create and mark completion of cases, document solutions, and update client records. Develops and maintains long term client relationships, actively managing customer expectations to ensure maximum satisfaction with products and services Provides responses to customer inquiries in a manner that drives client satisfaction by consistently meeting SLAs Research and document solutions for issues raised by clients Troubleshoots and answers platform questions using probing and interview style questions Participates, as needed, in product testing and validation using product knowledge to identify and document bugs as well as suggest enhancements Bachelor degree or higher preferred in business, finance, accounting, or related field 1-5 years of customer service experience with primary responsibility of answering and resolving customer inquiries Self-motivated with the ability to effectively manage multiple tasks against tight deadlines A passion for providing proactive client-focused solutions Highly attentive to client needs and requests, while demonstrating effective prioritization, time management skills and solid judgment for escalating when appropriate Willing to go above and beyond, while maintaining a positive attitude Strong analytical, problem-solving skills, and proven attention to detail Disciplined in following processes, procedures and adhering to controls Able to work under pressure, retaining focus and positive attitude Ability to assist in the development and improvement of internal and external processes. Fluency in written and spoken English is a must Demonstrated competency with common technology and technical concepts, including but not limited to email, internet, Excel, and Word. 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

The Client Success Manager, Associate performs daily client procedures, including processing trades and managing stock plans. They also develop long-term client relationships and ensure customer satisfaction by addressing inquiries and issues.