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.

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