Stock Plan Client Success Associate

PowerToFly; Calgary; On-site; CAD 42,000 - 66,000; Full time

Job summary

Morgan Stanley is seeking a Client Success Associate to support corporate clients with stock plan administration across the Shareworks and Equity Edge Online platforms, performing daily trades, data updates and case management to ensure timely processing and client satisfaction.

The role requires an Associate degree or higher, 1–5 years of customer service, strong analytical skills and fluent English. You’ll work in a collaborative team in a fast-paced financial services environment.

Qualifications

• Associate degree or higher in business, finance, accounting, or related field.
• 1–5 years of customer service experience with primary responsibility of answering and resolving customer inquiries.
• Strong analytical, problem-solving skills, and attention to detail.
• Fluency in written and spoken English is a must.

Responsibilities

• Performs daily client procedures including processing daily trades, assessing import errors and related fixes, and administering trade and pre-trade clearances
• Performs monthly balancing and related data updates
• Manages changes to Employee Stock Purchase Plan Enrollment, Online Grant Agreements, and Equity Plan reporting
• Develops and maintains long term client relationships, actively managing customer expectations to ensure satisfaction with products and services
• Provides responses to customer inquiries to drive client satisfaction by meeting SLAs
• Researches and documents solutions for issues raised by clients

Skills

Analytical skills

Problem solving

Attention to detail

Customer focus

Communication skills

Team collaboration

Education

Associate degree or higher (business/finance/related)

Tools

Excel

Word

Email

Job description

Morgan Stanley is seeking a Client Success Associate to support corporate clients with stock plan administration across the Shareworks and Equity Edge Online platforms, performing daily trades, data updates and case management to ensure timely processing and client satisfaction.

The role requires an Associate degree or higher, 1–5 years of customer service, strong analytical skills and fluent English. You’ll work in a collaborative team in a fast-paced financial services environment.