Build trusted corporate client relationships at Morgan Stanley at Work through equity compensation servicing, platform support, and timely case management. Work across Shareworks and Equity Edge Online.

This Associate Client Success Manager role supports daily, monthly, and annual stock plan administration activities. You will answer inquiries, troubleshoot platform questions, research issues, and provide documented solutions. Your work helps corporate clients manage equity plan terms, employee data, and associated service offerings while meeting internal service-level agreements.

Key Responsibilities:
Monitor queues and manage cases using Salesforce.com and Zendesk
Answer client inquiries and troubleshoot platform questions
Research, document, and resolve client issues




Maintain long-term relationships and manage customer expectations
Lead client meetings and share relevant product updates

Requirements:
One to five years of customer service experience
Passion for proactive, client-focused solutions
Attention to detail and disciplined process adherence
Basic knowledge of equity platforms and compensation
Competency with email, internet, Excel, and Word

Bring empathetic client communication, platform troubleshooting, and equity compensation knowledge to Morgan Stanley at Work’s service organization.

📌 Equity Compensation Client Specialist Calgary
🏢 Morgan Stanley
📍 Calgary