Manager, Client Success, AVP at Morgan Stanley

Sandy, Utah, United States -

Full Time

Start Date

Immediate

Expiry Date

10 Mar, 26

Salary

0.0

Posted On

10 Dec, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Leadership, Negotiating Skills, Supervisory Experience, Management Experience, Attention To Detail, Problem Solving, Analytical Skills, Communication Skills, Client Management, Service Level Agreements, Quality Standards, Recruiting, Training, Stock Plan Industry Knowledge, Salesforce.com Familiarity, Global Equity Plans Knowledge

Industry

Financial Services

Description

Ensures that daily tasks of COE Service Specialists are completed within quality standards and internal/external Service Level Agreements (SLAs)and train Service staff on best practices as necessary Follows up on assignments from clients, Service Managers, and Segment Managers in the specialized services Ensures quality service within SLAs to internal clients (i.e., Service Managers and Segment Managers) Maintains appropriate staffing levels (recruiting, hiring, reassigning at peak times, etc.) Manages and mentors Service Specialists, and maintain high morale within the team Ensures delivery of services in adherence to best practice processes, meeting quality standards and internal/external SLAs: Delivery of Valuation Reporting, Section 16 Insider Reporting & Client-specific custom processes (e.g., custom reports, scripts, etc.) Management of Client inquiries and requests in a timely and professional manner Bachelor's degree in business, finance or related field preferred or equivalent experience ~7-10 years of relevant business experience Knowledge of the stock plan industry Certified Equity Professional (CEP) is preferred Experience with global equity plans, complex plans such as restricted stock units/awards, swaps/reloads, performance vesting/awards, etc. Strong leadership and negotiating skills Supervisory or management experience preferred Familiarity with Salesforce.com preferred Self-directed and results oriented Excellent communication skills Ability to make decisions to resolve client issues and concerns Ability to work productively and efficiently to meet deadlines Strong attention to detail, problem solving and analytical skills 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 Manager of Client Success ensures that the daily tasks of Service Specialists are completed within quality standards and SLAs. They manage and mentor the team, ensuring high morale and adherence to best practices in service delivery.