Client Success Manager, Associate (Canadian Public)

703 Solium Capital ULC; Calgary; Presencial; CAD 60.000 - 85.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Flexible working arrangements

State‑of‑the‑art offices

Opportunities for learning and career

Descripción de la vacante

Morgan Stanley at Work in Canada invites a Client Success Manager, Associate to deliver ongoing corporate client stock plan servicing on the Shareworks platform and support equity‑related processes. You will respond to inquiries and build trusted partnerships with clients and cross‑functional teams.

This role requires 1–5 years of customer service experience, fluency in English and French, and strong analytical skills.

Formación

• 1–5 years of customer service experience handling inquiries.
• Bilingual in French and English is required.
• Self-motivated with the ability to manage multiple tasks against tight deadlines.
• Strong analytical and problem-solving skills with attention to detail.
• Able to work under pressure with a positive attitude.
• Fluency in written and spoken English is a must.

Responsabilidades

• Provide stock plan administration support for multiple corporate clients using the Shareworks platform.
• Administer Stock Options, Restricted Stock Awards, and Performance Awards.
• Assist clients with the processing of new grants, exercises, releases, performance measurement applications, dividends, and deferrals.
• Assist clients with daily/monthly/year end reporting and requested Adhoc reporting.
• Help with reconciliation when needed.
• Ensure accurate and timely responses to all equity related inquiries and corrections internally and externally.
• Maintain and create event timelines and operating procedures with the focus of process improvements.
• Work with internal and external teams to ensure successful Compliance audits.
• Interface with client contacts, financial advisor team, service center, and internal operations.

Conocimientos

Customer service

French & English

Time management

Attention to detail

Analytical thinking

Educación

Associate degree or higher

Herramientas

Shareworks

Descripción del empleo

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 environment 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 platform.
• Administer Stock Options, Restricted Stock Awards, and Performance Awards.
• Assist clients with the processing of new grants, exercises, releases, performance measurement applications, dividends, and deferrals.
• Assist clients with daily/monthly/year end reporting and requested Adhoc reporting.
• Help with reconciliation when needed.
• Ensure accurate and timely responses to all equity related inquiries and corrections internally and externally.
• Maintain and create event timelines and operating procedures with the focus of process improvements.
• Work with internal and external teams to ensure successful Compliance audits.
• Interface with client contacts, financial advisor team, service center, and internal operations.

Required Skills

• 1‑5 years of customer service experience with primary responsibility of answering and resolving customer inquiries.
• Knowledge of French and English is required.
• Self‑motivated with the ability to effectively manage multiple tasks against tight deadlines.
• A passion for providing proactive client‑focused solutions.
• Highly attentive to client needs and requests, while demonstrating effective prioritization, time management skills and solid judgment for escalating when appropriate.
• Willing to go above and beyond, while maintaining a positive attitude.
• Strong analytical, problem‑solving skills, and proven attention to detail.
• Disciplined in following processes, procedures and adhering to controls.
• Able to work under pressure, retaining focus and positive attitude.
• Ability to assist in the development and improvement of internal and external processes.
• Fluency in written and spoken English is a must.

Preferred skills

• Associate degree or higher preferred in business, finance, accounting, or related field.
• CEP Certification is preferred, not required.
• Basic/intro level of knowledge of equity platform.
• Basic/intro level of knowledge Equity Compensation Industry.

We offer

• To work with some of the best professionals in the business – for a firm that values individual intellect as much as teamwork.
• State‑of‑the‑art offices that are designed to maximize collaboration.
• Flexible working arrangements.
• Enriching challenges that provide opportunity for constant learning and advancement.
• An environment which is leveraging technology to its highest potential.

Client Success Manager, Associate (Canadian Public)

What You Can Expect From Morgan Stanley

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work‑life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross‑section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https://www.morganstanley.com/people‑opportunities/eeo.

Client Success Manager, Associate (Canadian Public)

CE QUE VOUS POUVEZ ATTENDRE DE MORGAN STANLEY

Chez Morgan Stanley, nous levons, gérons et allouons des capitaux pour nos clients, afin de les aider à atteindre leurs objectifs. Nous le faisons d'une manière qui nous distingue des autres – et cela fait 90 ans que nous procédons ainsi. Nos valeurs – donner la priorité à nos clients, agir de manière intègre, innover grâce à des idées exceptionnelles, s’engager en faveur de la diversité et de l’inclusion, et s’investir dans la société – ne sont pas de simples convictions : elles guident les décisions que nous prenons chaque jour afin d’agir dans l’intérêt de nos clients, de nos communautés et de nos plus de 80 000 collaborateurs répartis dans 1 200 bureaux à travers 42 pays. Chez Morgan Stanley, vous aurez l'occasion de travailler aux côtés des meilleurs et des plus brillants, dans un environnement où vous bénéficierez d'un soutien et d'une grande autonomie. Nos équipes sont composées de collaborateurs infatigables et d’esprits créatifs, qui puisent leur inspiration dans la diversité de leurs parcours et de leurs expériences. Nous sommes fiers d’accompagner nos collaborateurs et leurs familles à chaque étape de leur parcours professionnel, en leur proposant des avantages sociaux et des avantages complémentaires parmi les plus attractifs et les plus complets du secteur. Il existe également de nombreuses possibilités d'évolution au sein de l'entreprise pour ceux qui font preuve de passion et de détermination dans leur travail. Pour en savoir plus sur nos bureaux à travers le monde, veuillez copier-coller l'adresse https://www.morganstanley.com/about-us/global-offices dans votre navigateur. Morgan Stanley est un employeur garantissant l'égalité des chances, qui s'engage à constituer et à maintenir un effectif diversifié en termes d'expérience et d'origine. Nos efforts en matière de recrutement témoignent de notre engagement fort en faveur d'une culture d'inclusion, dans laquelle les personnes sont recrutées, formées et promues en fonction de leurs compétences et de leurs talents. Notre personnel est le reflet d'un large éventail des communautés mondiales au sein desquelles nous exerçons nos activités, apportant ainsi une grande diversité de parcours, de talents, de points de vue et d'expériences. Pour plus d'informations, rendez‑vous sur: https://www.morganstanley.com/people‑opportunities/eeo.

At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first‑class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading‑edge solutions—and in the ability of capital to work for the benefit of all society. What We Do

What We Do