Client Success Manager, Associate

Morgan Stanley at Work

Equity compensation platforms
Client inquiry resolution
Daily, monthly, annual event processing
Morgan Stanley at Work provides workplace financial solutions that build employee financial confidence, foster loyalty, and help corporate clients attract and retain top talent

Job Summary

  • Morgan Stanley at Work provides workplace financial solutions that build employee financial confidence, foster loyalty, and help corporate clients attract and retain top talent.
  • The Client Success Management organization supports corporate clients with daily, monthly, and annual event processing and case management, researching and responding to client inquiries and issues.
  • At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered, with ample opportunity to move about the business.

Matching Summary

Morgan Stanley at Work provides workplace financial solutions that build employee financial confidence, foster loyalty, and help corporate clients attract and retain top talent.

Skills & Requirements

Must-have

  • Equity compensation platforms
  • Client inquiry resolution
  • Daily, monthly, annual event processing
  • Data updates and management
  • Salesforce.com and Zendesk utilization
  • Meeting internal SLAs

Nice-to-have

  • Problem solvers and empathetic listeners
  • Inclusive leaders and team players
  • Passion for proactive client solutions
  • Going above and beyond
  • Positive attitude under pressure

Key Requirements

  • Bachelor degree or higher preferred
  • 1-5 years customer service experience
  • CEP Certification preferred
  • Fluency in written and spoken English
  • Demonstrated competency with common technology

Work Rights

Not specified

Tailored Resume

Cover Letter