Join Morgan Stanley as an Associate in their Global Intelligence team located in Calgary, Alberta. This key role enhances client service and supports equity plan management.
In this role, you will deliver Global Intelligence products to clients and assist in resolving their queries. Your expertise will contribute to increasing platform adoption and optimizing client interactions. You will become knowledgeable in tax compliance associated with equity plans and relevant regulations.
Key Responsibilities:
• Address client inquiries regarding the Global Intelligence service
• Master the Global Intelligence platform and Shareworks functionality
• Promote client engagement through targeted initiatives
• Aid special projects and develop support materials
• Collaborate with internal stakeholders on compliance matters
Requirements:
• At least 2 years in a related field
• Familiarity with equity plan administration desired
• Excellent written and verbal communication skills
• Solid organizational abilities and attention to detail
• Bachelor’s degree or related qualification
Champion client satisfaction and regulatory knowledge in your new role at Morgan Stanley.
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📌 Associate Role in Global Intelligence Team (Calgary)
🏢 PowerToFly
📍 Calgary