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:U.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.Client Success Management:The Client Success Management (CSM) organization provides ongoing corporate client stock plan servicing on both the Shareworks and Equity Edge Online platforms, for corporate clients who choose 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 CSM organization supports corporate clients with daily, monthly, and annual event processing and case management. Operating with a “One team” mindset, the CSM 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 Manager Role:The Client Success Manager is an operational role within the Client Success Management Department, executing repeatable tasks associated with stock plan administration events, processes, and data changes for corporate clients across the Shareworks and Equity Edge Online platforms. We are an onramp and accelerator into the rest of the Equity compensation world, and many of the most successful service side career professionals got their start as a CSM.Client Success Manager Responsibilities:Performs monthly functions including, but not limited to monthly reconciliation of disposition recordsPerforms the processing of Restricted Stock Releases or Stock purchases, as necessaryManages changes to Employee Stock Purchase Plan Enrollment, Online Grant Agreements, and Equity Plan reportingProcesses timely and accurate data updates, data manipulation and data management by updating software per client instructionIdentifies errors and potential issues,



working collectively with other team members and internal stakeholders to find solutions; tracks open issues to resolutionEffectively document and maintain client processesMonitors queues for new case assignments using tools such as Salesforce.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 servicesProvides responses to customer inquiries in a manner that drives client satisfaction by consistently meeting SLAsResearch and document solutions for issues raised by clientsTroubleshoots and answers platform questions using probing and interview style questionsParticipates, as needed, in product testing and validation using product knowledge to identify and document bugs as well as suggest enhancementsLead client meetings at a frequency tailored to their specific needs, ensuring consistent communication, alignment on communication, and proactive support.Proactively identify potential risks and implement strategies to mitigate them, ensuring the stability and success of client relationships and business successAny other activities as determined by organizationQualifications:Associate degree or higher preferred in business, finance, accounting, or related field1-5 years of customer service experience with primary responsibility of answering and resolving customer inquiriesCEP Certification is preferred, not required. Level 1 required within 12 months of hireSelf-motivated with the ability to effectively manage multiple tasks against tight deadlinesA passion for providing proactive client-focused solutionsHighly attentive to client needs and requests, while demonstrating effective prioritization, time management skills and solid judgment for escalating when appropriateWilling to go above and beyond, while maintaining a positive attitudeStrong analytical, problem-solving skills, and proven attention to detailDisciplined in following processes, procedures and adhering to controlsAble to work under pressure, retaining focus and positive attitudeAbility to assist in the development and improvement of internal and external processes.Fluency in written and spoken English is a mustDemonstrated competency with common technology and technical concepts, including but not limited to email, internet, Excel, and Word.Basic/intro level of knowledge of equity platformBasic/intro level of knowledge Equity Compensation IndustryAdditional Qualifications:In-depth risk mitigation exposure and knowledgeStrong project management skills to ensure tasks are completed efficiently,



deadlines are met, and resources are effectively coordinated to achieve successful outcomes.Effective verbal and written communications skills are crucial for clearly conveying information, building relationships, resolving issues, and ensuring alignment with clients, teams, and stakeholders.Expert time management skills are essential to effectively balance the day-to-day support needs of the firm’s largest clients, ensuring timely responses and exceptional service delivery.Must possess an advanced understanding of the equity platforms to effectively support complex client needs.Equity Compensation industry experience 5+ yearsWHAT YOU CAN EXPECT FROM MORGAN STANLEY: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 perks 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 strong 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 Manager, AssociateCE QUE VOUS POUVEZ ATTENDRE DE MORGAN STANLEY:Nos valeurs - donner la priorité à nos clients, agir de manière intègre, innover grâce à des idées exceptionnelles, s’engager en faveur de la diversité et de l’inclusion, et s’investir dans la société - ne sont pas de simples convictions : elles guident les décisions que nous prenons chaque jour afin d’agir dans l’intérêt de nos clients, de nos communautés et de nos plus de 80 000 collaborateurs répartis dans 1 200 bureaux à travers 42 pays. Pour en savoir plus sur nos bureaux à travers le monde, veuillez copier-coller l'adresse dans votre navigateur.Nos efforts en matière de recrutement témoignent de notre engagement fort en faveur d'une culture d'inclusion, dans laquelle les personnes sont recrutées, formées et promues en fonction de leurs compétences et de leurs talents.

📌 Client Success Manager, Associate (Calgary)
🏢 Morgan Stanley
📍 Calgary