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 advantages.
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 proc

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