Client Success Manager, Avp

Morgan Stanley UK

Not specified; not specified; comprehensive employ...
Equity compensation industry knowledge
Shareworks and equity edge online platforms
Salesforce.com and zendesk proficiency
The Client Success Manager role executes repeatable tasks associated with stock plan administration events and processes for corporate clients across Shareworks and Equity Edge Online platforms

Job Summary

  • The Client Success Manager role executes repeatable tasks associated with stock plan administration events and processes for corporate clients across Shareworks and Equity Edge Online platforms.
  • Team members are expected to research and respond to client inquiries in a timely manner while complying with internal SLAs to ensure a positive client experience.
  • Morgan Stanley offers a culture focused on growth, development, and belonging, providing opportunities to build a career where employees can thrive both personally and professionally.

Matching Summary

The Client Success Manager role executes repeatable tasks associated with stock plan administration events and processes for corporate clients across Shareworks and Equity Edge Online platforms.

Salary

Not specified; Not specified; Comprehensive employee benefits and perks mentioned

Skills & Requirements

Must-have

  • Equity compensation industry knowledge
  • Shareworks and Equity Edge Online platforms
  • Salesforce.com and Zendesk proficiency
  • Client inquiry resolution and SLA compliance
  • Data manipulation and process documentation

Nice-to-have

  • Proactive risk mitigation strategies
  • Strong analytical problem-solving skills
  • Empathetic listening and inclusive leadership
  • Product testing and validation experience
  • Project management coordination skills

Key Requirements

  • Associate degree or higher preferred
  • 1-5 years customer service experience
  • CEP Certification Level 1 required within 12 months
  • Fluency in written and spoken English
  • Basic/intro level knowledge of equity platforms

Work Rights

Not specified

Tailored Resume

Cover Letter