Client Success Manager, Avp

Morgan Stanley

Not specified; not specified; comprehensive employ...
Equity compensation industry knowledge
Shareworks and equity edge online platforms
Customer service experience resolving inquiries
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 values a culture where people can thrive both personally and professionally, emphasizing that employees are the company and drive its success.

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
  • Customer service experience resolving inquiries
  • Salesforce.com and Zendesk proficiency
  • Strong analytical and problem-solving skills

Nice-to-have

  • Proactive client-focused solutions mindset
  • Empathetic listening and inclusive leadership
  • Project management and risk mitigation skills
  • CEP Certification or Level 1 within 12 months
  • Ability to lead client meetings effectively

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter