Client Success Manager — Return-to-Work Program

Morgan Stanley; Sandy (UT); On-site; USD 52,000 - 76,000; Full time

Job summary

Morgan Stanley invites experienced professionals returning to work to apply for the Client Success Manager role in Sandy, UT. This paid 16‑week Return to Work program places you in roles aligned with your expertise while offering training, mentorship, and professional development.

You’ll build strong client relationships and manage stock plan servicing for corporate clients on the Shareworks and Equity Edge platforms.

Qualifications

• Associate degree or higher preferred in business, finance, accounting, or related field.
• 1-5 years of customer service experience with primary responsibility of answering and resolving customer inquiries.
• CEP Certification is preferred, not required. Level 1 required within 12 months of hire.
• Self-motivated with the ability to effectively manage multiple tasks against tight deadlines.
• A passion for providing proactive client-focused solutions.
• 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.

Responsibilities

• Performs daily client procedures including but not limited to processing daily processes, assessing import errors and related fixes.
• Performs monthly functions including, but not limited to monthly reconciliation of disposition records
• Performs the processing of Restricted Stock Releases or Stock purchases, as necessary
• Manages changes to Employee Stock Purchase Plan Enrollment, Online Grant Agreements, and Equity Plan reporting
• Processes timely and accurate data updates, data manipulation and data management by updating software per client instruction
• Identifies errors and potential issues, working collectively with other team members and internal stakeholders to find solutions; tracks open issues to resolution
• Effectively document and maintain client processes
• Monitors queues for new case assignments using tools such as Salesforce.com and Zendesk.
• Utilize Salesforce.com application to create and mark completion of cases, document solutions, and update client records.
• Develops and maintains long term client relationships, actively managing customer expectations to ensure maximum satisfaction with products and services
• Provides responses to customer inquiries in a manner that drives client satisfaction by consistently meeting SLAs
• Research and document solutions for issues raised by clients
• Troubleshoots and answers platform questions using probing and interview style questions
• Participates, as needed, in product testing and validation using product knowledge to identify and document bugs as well as suggest enhancements
• Lead client meetings at a frequency tailored to their specific needs, ensuring consistent communication, alignment on communication, and proactive support.
• Stay informed about product updates and proactively share relevant changes or improvements with clients to ensure they received the full value and remain aligned with evolving solutions.
• Proactively identify potential risks and implement strategies to mitigate them, ensuring the stability and success of client relationships and business success
• Any other activities as determined by organization

Skills

Fluency in written and spoken English

Customer service experience

Analytical and problem-solving skills

Education

Associate degree or higher in business, finance, accounting, or related field

Tools

Excel

Word

Job description

Morgan Stanley invites experienced professionals returning to work to apply for the Client Success Manager role in Sandy, UT. This paid 16‑week Return to Work program places you in roles aligned with your expertise while offering training, mentorship, and professional development.

You’ll build strong client relationships and manage stock plan servicing for corporate clients on the Shareworks and Equity Edge platforms.