Client Success Manager, Avp

Morstan

Equity compensation expertise
Client relationship management
Stock plan administration
The Client Service Manager is responsible for providing comprehensive service and support to an assigned book of clients, using Equity Edge Online and various other tools to maintain stock plan records

Job Summary

  • The Client Service Manager is responsible for providing comprehensive service and support to an assigned book of clients, using Equity Edge Online and various other tools to maintain stock plan records.
  • Responsibilities include updating Equity Edge, processing participant stock plan transactions, managing client inquiries, and coordinating with various teams to deliver industry-leading solutions.
  • Morgan Stanley is committed to building and maintaining a diverse workforce and offers attractive and comprehensive employee benefits and perks.

Matching Summary

The Client Service Manager is responsible for providing comprehensive service and support to an assigned book of clients, using Equity Edge Online and various other tools to maintain stock plan records.

Skills & Requirements

Must-have

  • Equity compensation expertise
  • Client relationship management
  • Stock plan administration
  • Equity Edge Online proficiency
  • Financial reporting and compliance

Nice-to-have

  • Proactive client management
  • Sales presentation participation
  • Global equity plan knowledge
  • Complex plan experience

Key Requirements

  • 2-5 years equity compensation administration
  • 2-5 years B2B experience
  • Bachelor's degree
  • Knowledge of brokerage industry
  • Project Management skills

Work Rights

Not specified

Tailored Resume

Cover Letter