Introducing Morgan Stanley at Work:We know a lot about investing and are certain there’s no better investment a company can make than in its employees. People don’t just drive a company; they are the company. So, when people work at their best, companies do too. 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.
What you’ll be part of – our Morgan Stanley at Work culture:At Morgan Stanley at Work, we walk the talk. We have created a place for our employees to learn, achieve and grow – a place for people to build a career where you can thrive both personally and professionally. We are passionate about exceeding our clients’ expectations and helping them succeed. We are fearless in taking on new challenges that deliver exceptional results. We believe amazing things can happen when we work together in an environment where everybody has a true sense of belonging and their ideas are heard.
We value differences and are committed to providing a work workplace where our people can do their best work. We look for people who are problem solvers, empathetic listeners, team players and inclusive leaders. We are committed to your growth and development, and your entire employee experience. We recognize that our people and culture are the keys to our success. We invite you to explore how you can be an integral part of our team.




Team Profile:The Wealth Management Field partners closely with its affiliate entity, Morgan Stanley at Work, to create a seamless and consistent corporate employee (“participant”) experience throughout their financial life journey that will ultimately lead to a Morgan Stanley Wealth Management relationship .
Our approach is highly scalable, leveraging an omni-channel strategy with an emphasis on messaging, onboarding, cross-selling, activation, and servicing of those participants. Our goal will be to drive growth across all client segments, from the Mass-Affluent to Ultra High Net Worth, with new digital and human capabilities.
Position Description:The Client Success Management (CSM) organization provides ongoing corporate client stock plan servicing on Shareworks, 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. Team members research and respond to client inquiries and issues, in a timely manner, complying with internal SLAs and ensuring a positive client experience. 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.
We are seeking someone to join our team as a Client Success Manager to provide ongoing corporate client stock plan servicing on Shareworks, ensuring seamless support for critical equity compensation functions, and fostering trusted partnerships through exceptional service and flawless execution.

Responsibilities:
Provide stock plan administration support for multiple corporate clients using the Shareworks platformAdminister Stock Options, Restricted Stock Awards, and Performance AwardsAssist clients with the processing of new grants, exercises, releases, performance measurement applications, dividends, deferralsAssist clients with daily/monthly/year end reporting and requested Adhoc reporting. Help with reconciliation when neededEnsure accurate and timely responses to all equity related inquiries and corrections internally and externallyMaintain and create event timelines and operating procedures with the focus of process improvementsWork with internal and external teams to ensure successful Compliance auditsInterface with client contacts, financial advisor team, service center, and internal operationsRequired

Skills:
1-5 years of customer service experience with primary responsibility of answering and resolving customer inquiriesKnowledge of French and English is required.
Self-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 manage

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