Equity Compensation Client Success Specialist

704 Solium Capital, LLC; New York (NY); On-site; USD 85,000 - 135,000; Full time

Job summary

Morgan Stanley is seeking a Client Success Manager within the Corporate and Institutional Solutions division to deliver stock plan administration for corporate clients using Shareworks and Equity Edge Online.

You will provide high-touch service, coordinate with Operations, Relationship Management, and Product Development, and ensure timely processing, reporting, and issue resolution across global equity plans.

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

Responsibilities

• 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
• Trouble shoots 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
• Participate 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

Skills

Equity compensation knowledge

Global equity plans

CEP designation

CEE exam

Multitasking

Client-focused

Team collaboration

Attention to detail

Relationship building

Project management

Work ethic

Analytical thinking

Resilience

Process improvement

Communication

Job description

Morgan Stanley is seeking a Client Success Manager within the Corporate and Institutional Solutions division to deliver stock plan administration for corporate clients using Shareworks and Equity Edge Online.

You will provide high-touch service, coordinate with Operations, Relationship Management, and Product Development, and ensure timely processing, reporting, and issue resolution across global equity plans.