Equity Plan Client Success Manager

714 ETrade Financial Corporate Services

United States

On-site

USD 60,000 - 90,000

Full time

14 days+

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Job summary

Morgan Stanley seeks a Client Success Manager within the Client Success Management Department to support stock plan administration for corporate clients on the Shareworks and Equity Edge Online platforms.

You will answer questions, resolve concerns, and strengthen relationships while maintaining SLAs and collaborating with onboarding and go-to-market teams. The role requires English fluency, strong analytical skills, and experience with Salesforce.com and ticketing tools; CEP cert is a plus.

Qualifications

Fluent written and spoken English is a must.
1-5 years of customer service experience handling inquiries and resolving issues.
CEP Certification is preferred, Level 1 within 12 months of hire.

Responsibilities

Performs daily client procedures and data updates with accuracy.
Handles monthly reconciliation of disposition records.
Responds to client inquiries and resolves concerns to maintain high satisfaction; meets SLAs.
Maintains documentation of client processes and solutions; updates cases in Salesforce.com and Zendesk.
Develops long-term client relationships and communicates product updates to ensure value.