Client Success Manager

Morgan Stanley; Town/Village of Harrison (NY); On-site; USD 85,000 - 135,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunities for career advancement

Job summary

Morgan Stanley is looking for a Client Success Manager in New York to support Corporate Clients by delivering high-quality stock plan administration services and building trusted client relationships.

Ideal candidates will have 1-5 years of experience in equity compensation management, strong communication skills, and the ability to handle multiple client demands and provide proactive solutions. The role offers a competitive salary and comprehensive benefits.

Qualifications

• 1-5 years of equity compensation administration experience.
• Experience with global equity plans and complex plans.
• Ability to nimbly manage multiple clients.

Responsibilities

• Ensure correct processing of stock plan transactions.
• Manage event timelines and operating procedures.
• Prepare accurate reporting and reconciliation.

Skills

Equity compensation administration

B2B experience

Project management

Strong communication skills

Analytical problem-solving

Job description

Client Success Manager Responsibilities

The Client Success Manager role supports an assigned base of Corporate Clients, applying equity compensation expertise in the delivery of high‑quality stock plan administration services and serving as a trusted Client advocate and partner.

• Ensures all participant stock plan transactions are correctly processed and settled in a timely manner (ESPP Purchases, ESPP sales, Option Exercises, SWAPS, Reloads, Option Grants etc.)
• Ensures the record keeping and settlement of trades are processed.
• Manages all Events, with exception of Corporate Actions
• Maintains and creates event timelines and operating procedures with a focus on process improvements
• Supports Valuation Reporting, Section 16 Insider Reporting & Client‑specific custom processes (e.g. custom reports, scripts, etc.)
• Prepares accurate daily/monthly/year‑end reporting and reconciliation
• Supports Monthly balancing of Client plans
• Processes timely and accurate data updates, data manipulation and data management by updating the software per client instruction
• Supports Client engagement activities including preparation and participation in Client status updates
• Ensures accurate and timely responses to all equity related inquiries and corrections internally and externally
• Troubleshoots req breaks, ensuring deliveries, and if outages occur, ensures they are addressed
• Tracks Client Action plans and Open Items, and manages them to resolution
• Supports maintenance of Corporate Profiles
• Develops Knowledge of data flows between interfacing systems in support of issue resolution and inquiry response
• Participates in sales presentations, as needed
• Participates, as needed, in product testing and validation using product knowledge to identify and document bugs as well as suggests enhancements

Qualifications

• 1‑5 years of equity compensation administration and prior B2B experience
• Experience with global equity plans, complex plans such as restricted stock units/awards, swaps/reloads, performance vesting/awards, etc.
• Required to pass department CEE exam (within 3 months of hiring)
• Required to receive CEP Designation (designation must be obtained within Client Success Management policy)
• Able to nimbly manage multiple clients, with high level of customer focus
• A passion for providing proactive client‑focused solutions
• Collaborative and highly effective in partnering with internal teams for seamless support of clients
• Highly attentive to client needs and requests, able to identify and address proactively
• Able to build long‑term client relationship; be perceived as trusted advisor
• Strong project management and organization skills
• Willing to go above and beyond, while maintaining a positive attitude
• Strong analytical, problem‑solving skills, and proven attention to detail
• Able to work under pressure, retaining focus and positive attitude
• Ability to assist in the development and improvement of internal and external processes
• Very strong communication skills, verbal and written

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.

Compensation

Expected base pay rates for the role will be between $85,000 and $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long‑term incentive packages, and other Morgan Stanley sponsored benefit programs.

EEO Statement

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.