Stock Plan Client Success Associate

Morgan Stanley; Sandy (UT); On-site; USD 45,000 - 60,000; Full time

Job summary

Morgan Stanley is seeking a Client Success Associate in Utah to handle stock plan servicing across platforms, maintain client relationships, and ensure timely, accurate data management. You will work within the Client Success Management team, supporting onboarding and day-to-day service for corporate clients.

Your role emphasizes proactive client support, strong communication, and the ability to balance multiple tasks while meeting SLAs.

Qualifications

• Associate degree or higher preferred in business, finance, accounting, or related field.
• Strong analytical, problem-solving skills and attention to detail.
• Fluency in written and spoken English is a must.

Responsibilities

• Performs daily client procedures including processing daily trades and balancing.
• Processes monthly functions and data updates with accuracy.
• Accounts for client inquiries, escalations, and documentation of solutions.

Skills

English fluency

Client-focused solutions

Time management

Multitask management

Problem solving

Analytical thinking

Education

Associate degree or higher (business/finance/accounting)

Tools

Excel

Word

Salesforce.com

Zendesk

Job description

Morgan Stanley is seeking a Client Success Associate in Utah to handle stock plan servicing across platforms, maintain client relationships, and ensure timely, accurate data management. You will work within the Client Success Management team, supporting onboarding and day-to-day service for corporate clients.

Your role emphasizes proactive client support, strong communication, and the ability to balance multiple tasks while meeting SLAs.