Shareworks client servicing defines this Associate Client Success Manager position at Morgan Stanley, supporting equity compensation and resolving corporate inquiries.
The Client Success Management organization provides ongoing stock plan servicing for corporate clients using Shareworks. You will support Stock Options, Restricted Stock Awards, Performance Awards, reporting, reconciliation, and client case management. French and English knowledge is required.
Key Responsibilities:
- Provide stock plan administration support for multiple corporate clients
- Administer Stock Options, Restricted Stock Awards, and Performance Awards
- Process grants, exercises, releases, dividends, and deferrals
- Prepare daily, monthly, year-end, and ad hoc reports
- Respond accurately to equity-related inquiries and corrections
Requirements:
- One to five years of customer service experience
- French and English knowledge required
- Solid analytical, problem-solving, and attention-to-detail skills
- Ability to manage multiple tasks against tight deadlines
- Basic knowledge of equity platforms preferred
Support Shareworks equity compensation servicing through accurate administration, responsive communication, and disciplined client-focused execution at Morgan Stanley.