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
Robust organizational abilities and attention to detail
Bachelor’s degree or related qualification

Champion client satisfaction and regulatory knowledge in your recent role at Morgan Stanley.

📌 Associate Role In Global Intelligence Team Calgary
🏢 PowerToFly
📍 Calgary