Corporate stock plan administration anchors this Client Success Manager Associate role, handling Shareworks events, reporting, and client support.

Morgan Stanley at Work seeks a Client Success Manager Associate for ongoing corporate client servicing on Shareworks.

The position supports critical equity compensation functions while building trusted partnerships through timely responses and flawless execution.

French and English knowledge is required for client-facing service.

Key Responsibilities: Support corporate clients with Shareworks stock plan administration
Assist processing grants, exercises, releases, and performance measurements
Complete dividends, deferrals, reconciliations, and requested reporting




Create event timelines and operating procedures for process improvements
Coordinate with client, advisor, service center, and operations teams
Requirements: One to five years resolving customer inquiries
Fluency in written and spoken English required
Knowledge of French and English required
Self-motivated approach with effective prioritization and time management
Discipline following processes, procedures, and controls
Deliver corporate stock plan support through Shareworks expertise, careful reporting, process improvement, and proactive client-focused solutions.

📌 Corporate Stock Plan Client Manager (Canada)
🏢 Leading
📍 Canada