Manage stock plan data and administration for Morgan Stanley at Work corporate clients using Shareworks and Equity Edge Online. Apply analytical judgment to accurate, timely processing.

As a Client Success Manager Associate, you will update software according to client instructions and support critical equity compensation functions. Responsibilities include employee stock purchase plan enrollment, online grant agreements, equity reporting, product validation, and risk mitigation. You will collaborate with internal stakeholders to identify issues and support successful client outcomes.

Key Responsibilities:

- Process employee stock purchase plan enrollment changes
- Update online grant agreements and equity plan reporting
- Manipulate and manage data according to client instructions
- Identify risks, errors,



bugs, and potential issues
- Participate in product testing and validation activities

Requirements:

- Associate degree preferred in business, finance, accounting, or related field
- Ability to manage multiple tasks against tight deadlines
- Robust analytical, problem-solving, and attention-to-detail skills
- Ability to work under pressure and maintain focus
- Ability to improve internal and external processes

Use disciplined stock plan administration, data accuracy, and issue resolution skills to support corporate clients across Morgan Stanley at Work.

📌 Stock Plan Administration Associate (Calgary)
🏢 Morgan Stanley
📍 Calgary