Equity Solutions Project Specialist - Client Success Lead

Morgan Stanley

Alpharetta (GA)

On-site

USD 75,000 - 110,000

Full time

6 days ago

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Job summary

Morgan Stanley at Work in Alpharetta, GA is seeking a Project Specialist to join Advanced Solutions. You will manage end-to-end projects across equity administration platforms for corporate clients, coordinating automation, data conversion and process improvements.

The ideal candidate has 2+ years in equity compensation administration, strong English communication, proficiency with MS Office, and the ability to work with internal teams and external partners in a fast-paced environment.

Qualifications

Minimum 2+ years of experience in equity compensation administration or a related field.
Solid Proficiency in software and web applications, including MS Office suite (Word, Excel, PowerPoint), with a willingness to learn new tools as necessary. Familiarity with MS Access is a plus.
Experience in customer service or client-facing roles, demonstrating the ability to understand and address client needs effectively.
Strong organizational skills with the ability to multitask and manage multiple projects simultaneously.
Excellent verbal and written communication skills in English, with additional languages as an asset.
Familiarity with equity-related accounting, tax, and legal concepts, with a willingness to learn and comply with international regulations.
Ability to work effectively in a team environment, collaborate with colleagues, and adapt to changing priorities.
Enthusiastic and flexible individual comfortable with learning and working in a fast-paced environment.
Familiarity with stock plan administration systems such as Equity Edge Online, Shareworks or Global Intelligence is preferred but not required.
Certification such as CEP Level 1 is desirable but not required.
Bachelor’s degree in business administration, finance, or a related field.

Responsibilities

Successful execution of assigned projects across various disciplines such as Automation, Data Analysis, Corporate Action, and Administrative support.
Provide expertise in equity compensation practices, trends, and programs to clients.
Support client relationship and service management by delivering timely and accurate responses to requests for information.
Collaborate with internal stakeholders (Product, Onboarding, Client Success Management, Implementation, etc) and external (e.g. Third Party vendors and channel Partners) to implement automated and integrated solutions in support of client requirements for their equity compensation plans.