We know a lot about investing and are certain there’s no better investment a company can make than in its employees.

Morgan

Stanley at Work, a division of Morgan Stanley Wealth Management, provides workplace financial solutions that build employee financial confidence, foster loyalty, and help our corporate clients attract and retain top talent. Our end-to-end offering spans Equity, Financial Wellness and Retirement Solutions. Plus, we provide all employees with Financial Empowerment, so they have the knowledge, tools and support needed to make the most of their workplace financial benefits.

We are passionate about exceeding our clients’ expectations and helping them succeed.We are committed to your growth and development, and your entire employee experience.

Public Equity Solutions: Public Equity Solutions is responsible for the engagement, onboarding and day-to-day service management of corporate clients and their equity administration plan terms and associated service offerings.

The Client Success Enablement

Specialist (CSE) organization provides ongoing corporate client stock plan servicing on both the Shareworks and Equity Edge Online platforms, for corporate clients whochoose to outsource the support of critical functions of equity compensation, as well as those who elect to maintain administrative responsibilities within their corporation.Operating with deep business acumen and robust platform knowledge, the CSE organization supports corporate clients with daily, monthly, and annual event processing and case management.Operating with a “One team” mindset, the CSE organization supports the new client Onboarding and Go-to-market teams with servicing inquiries for seamless client support.The mission of the Client Success Management organization is to deliver best in class service, ease of use, and flawless execution, resulting in the establishment of trusted partnerships with clients.

Client Success Enablement Specialist:



The Client Success Enablement Specialist is an operational role within the Client Success Management Processing Center, executing tasks associated with stock plan administration events, processes, and data changes for corporate clients across the Shareworks platform. Serve as a subject matter expert on the Shareworks platform, providing technical guidance and support to internal and external stakeholders. Collaborate with cross-functional teams to diagnose, prioritize, and resolve technical, configuration, and operational challenges.

Build deep expertise in equity compensation plans, industry practices, and supporting technologies. Stay current on product enhancements, emerging capabilities, and integration opportunities to support business objectives. Evaluate and optimize processes, workflows, and tools to improve efficiency, scalability, and service quality.

Maintain rigorous quality control standards through solution testing, validation, and audit-compliant documentation. Contribute to the development and implementation of innovative solutions that improve operational performance and client outcomes. Monitors queues for new case assignments using tools such as Jira and Salesforce.

Participates, as needed, in product testing and validation using product knowledge to identify and document bugs as well as suggest enhancements Associate 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 ~ Highlyattentive to client needs and requests,



while demonstrating effective prioritization, time management skills and solid judgment for escalating when appropriate ~ Disciplined in following processes, procedures and adhering to controls ~ 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.

At Morgan

Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. 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.

At Morgan

Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. 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.

Morgan

Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our robust commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

Client Success Enablement

Specialist

📌 Support Services Person ll (Calgary)
🏢 Morgan Stanley
📍 Calgary