Client Service Associate

Morgan Stanley

Calgary, Canada
On-site
Processing daily trades and monthly balancing
Managing stock plan enrollment and grant agreements
Updating database per client instruction
The Client Service Associate is an operational role within the Client Success Management Processing Center, executing repeatable tasks associated with stock plan administration events, processes, and data changes for corporate clients across the Shareworks and Equity Edge Online platforms

Job Summary

  • The Client Service Associate is an operational role within the Client Success Management Processing Center, executing repeatable tasks associated with stock plan administration events, processes, and data changes for corporate clients across the Shareworks and Equity Edge Online platforms.
  • At Morgan Stanley at Work, we walk the talk. We have created a place for our employees to learn, achieve and grow – a place for people to build a career where you can thrive both personally and professionally.
  • Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence.

Matching Summary

The Client Service Associate is an operational role within the Client Success Management Processing Center, executing repeatable tasks associated with stock plan administration events, processes, and data changes for corporate clients across the Shareworks and Equity Edge Online platforms.

Skills & Requirements

Must-have

  • Processing daily trades and monthly balancing
  • Managing stock plan enrollment and grant agreements
  • Updating database per client instruction
  • Responding to client inquiries and issues
  • Troubleshooting platform questions

Nice-to-have

  • Passionate about exceeding client expectations
  • Fearless in taking on new challenges
  • Sense of belonging and ideas heard
  • Problem solvers and empathetic listeners

Key Requirements

  • Associate degree or higher preferred
  • 1-5 years of customer service experience
  • Demonstrated competency with common technology

Work Rights

Not specified

Tailored Resume

Cover Letter