Equity Plan Success Manager

Morgan Stanley; Sandy (UT); On-site; USD 65,000 - 85,000; Full time

Job summary

Morgan Stanley is seeking a Client Success Manager to oversee client engagement and support for corporate clients on equity administration. This role involves working directly with clients to resolve queries and enhance relationships while managing daily operational tasks across the Shareworks and Equity Edge Online platforms.

Ideal candidates will have at least 1-5 years of experience in customer service and an associate degree or higher in a relevant field. The position requires fluency in English and strong analytical skills among other qualifications. Join Morgan Stanley to contribute to client satisfaction and operational excellence!

Qualifications

• 1-5 years of customer service experience.
• Fluency in written and spoken English.
• Self-motivated with ability to manage multiple tasks.

Responsibilities

• Perform daily client procedures and manage stock plan administration.
• Develop long-term client relationships.
• Provide responses to customer inquiries to ensure satisfaction.

Skills

Customer service experience

Analytical skills

Problem-solving

Attention to detail

Education

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

Tools

Salesforce.com

Zendesk

Excel

Word

Job description

Morgan Stanley is seeking a Client Success Manager to oversee client engagement and support for corporate clients on equity administration. This role involves working directly with clients to resolve queries and enhance relationships while managing daily operational tasks across the Shareworks and Equity Edge Online platforms.

Ideal candidates will have at least 1-5 years of experience in customer service and an associate degree or higher in a relevant field. The position requires fluency in English and strong analytical skills among other qualifications. Join Morgan Stanley to contribute to client satisfaction and operational excellence!