[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"job-search-\u002Fen-us\u002Fcompany\u002Fsolium-capital-llc":3,"all-featured-jobs-us":47,"company-filters-\u002Fen-us\u002Fcompany\u002Fsolium-capital-llc":50,"company-solium-capital-llc-en-us":95},{"total":4,"jobs":5},1,[6],{"id":7,"slug":8,"title":9,"raw_title":10,"is_featured":11,"company":12,"raw_hiringOrganization_logo_url":10,"processed_city_gmaps":15,"processed_country_iso_code_gmaps":17,"processed_home_office":19,"processed_salary_min":20,"processed_salary_max":21,"processed_salary_currency":22,"processed_salary_source":23,"processed_working_hours":24,"processed_employment_types":26,"processed_it_skills":27,"processed_it_skills_labels":30,"processed_job_expertise_skills":35,"processed_job_expertise_skills_labels":37,"max_cpc":4,"actual_cpc":46},85685,"vp-relationship-manager-solium-capital-llc","VP, Relationship Manager",null,false,{"name":13,"slug":14,"logo_url":10},"Solium Capital, LLC","solium-capital-llc",[16],"The Bronx",[18],"US","onsite",115000,180000,"USD","estimated",[25],"FULL_TIME","permanent",{"word":28,"email":28,"excel":29,"internet":28},2,3,[31,32,33,34],"Excel","Word","Email","Internet",{"sales":36,"needs analysis":29,"client services":36,"client training":29,"business reviews":29,"account management":36,"contract interpretation":29,"equity or share plan industry":29},4,[38,39,40,41,42,43,44,45],"Account Management","Client Services","Sales","Equity or Share Plan Industry","Contract interpretation","Needs analysis","Business reviews","Client training",1.5,{"total":48,"jobs":49},0,[],{"industry":51,"employment_type":55,"expertise_skills":58,"it_skills":80,"salary_currency":91,"processed_working_hours":93},[52],{"key":53,"label":54,"count":4},"financial services","Financial Services",[56],{"key":26,"label":57,"count":4},"PERMANENT",[59,61,64,67,70,73,75,77],{"key":60,"label":39,"slug":60,"count":4},"client-services",{"key":62,"label":63,"slug":62,"count":4},"equity-or-share-plan-industry","Equity Or Share Plan Industry",{"key":65,"label":66,"slug":65,"count":4},"needs-analysis","Needs Analysis",{"key":68,"label":69,"slug":68,"count":4},"contract-interpretation","Contract Interpretation",{"key":71,"label":72,"slug":71,"count":4},"client-training","Client Training",{"key":74,"label":40,"slug":74,"count":4},"sales",{"key":76,"label":38,"slug":76,"count":4},"account-management",{"key":78,"label":79,"slug":78,"count":4},"business-reviews","Business Reviews",[81,83,86,88],{"key":82,"label":33,"slug":82,"count":4},"email",{"key":84,"label":85,"slug":84,"count":4},"ms-excel","MS Excel",{"key":87,"label":34,"slug":87,"count":4},"internet",{"key":89,"label":90,"slug":89,"count":4},"ms-word","MS Word",[92],{"key":22,"label":22,"count":4},[94],{"key":25,"label":25,"count":4},{"name":13,"slug":14,"logo_url":10,"id":96,"jobs":97,"description_de":10,"description_en":10,"industry":10,"headquarters_city":10,"headquarters_country_iso":10,"latitude":10,"longitude":10,"website_url":10,"raw_street":10,"raw_city":10,"raw_zip_code":10,"raw_country":10,"raw_legal_form":10,"raw_bafin_id":10,"raw_trade_names":10,"raw_permissions":10,"translations":10},3890,[98,101,106,112],{"id":7,"slug":8,"title":9,"location":10,"raw_job_location_address_addressLocality":99,"raw_hiringOrganization_logo_url":10,"raw_description":100},"NY - 2000 Westchester Ave","Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Department Profile Corporate and Institutional Solutions (CIS) is a division within Morgan Stanley Wealth Management comprised of Corporate &amp; Digital Solutions, Morgan Stanley @ Work, Virtual Client Solutions, Reinvestment, and Strategic Client Management. The overall goal and vision of CIS is to create a corporate experience and a consistent corporate employee (“participant”) experience and to engage them throughout their financial life journey that will ultimately lead to a furthering and deepening of their Morgan Stanley Wealth Management relationships. Our approach will be highly scalable, leveraging an omni-channel strategy with an emphasis on messaging, onboarding, cross-selling, activation and servicing. Our goal will be to drive growth across all client segments, including the Mass-Affluent, with new digital capabilities. Role Profile Our employees have helped us get to where we are today; and as we continue to scale towards being the incomparable leader in our industry, we are looking for a Relationship Manager. You will be responsible for overseeing, servicing, cultivating, and growing existing corporate client relationships toward mutual partnership and success. Acting as the main point of contact for designated corporate clients, you will interact with all departments across both the private and public market teams within Morgan Stanley at Work to ensure that client expectations are met and satisfaction levels are maintained. Primary Responsibilities Proactively build “partnership” style relationships focusing on integration at all levels, maintaining relationship with senior client contacts Collaborate with various client stakeholders to solve problems, build strong partnerships, and uncover new opportunities Conduct ongoing needs analysis to determine appropriate services to meet client requirements; prepare specifications\u002Fgap analysis documents for client requests for new functionality Deliver regular business reviews with clients sharing thought leadership, plan-level analytics, and relevant enhancements Keep clients informed of new product functionality relevant to the client and their plan administration Monitor client satisfaction through internal benchmarks, surveys, and RM check-ins Aligning client requests and expectations with business needs while maintaining a positive relationships Foster client loyalty through Morgan Stanley at Work's standard client interaction protocols and proactive client retention initiatives including client meetings, corporate communications, quarterly partnership meetings, etc. Understand and interpret contracts and client exceptions related pricing, plan management, and service level commitments Troubleshoot ad hoc client queries by partnering with internal stakeholders and platforms. Conduct client meetings, demonstrations, training sessions, user training sessions, and other client requests as required. Promote and share best practices to improve service efficiency and execution Requirements University degree or College diploma in Business, Economics or similar Minimum 3 years in an Account Management, Client Services, or Sales role Experience in the equity or share plan industry Licenses required; SIE, FINRA 7 &amp; 63 Excellent written and oral communication and presentation skills Proven ability to work independently and manage numerous assignments concurrently Demonstrated competency with common technology and technical concepts, including but not limited to email, internet, Excel and Word Strong analytical, attention-to-detail, and problem-solving skills Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities Ability to travel up to 2 WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. 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. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. New York Only: Expected base pay rates for the role will be between $115,000 and $180,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":102,"slug":103,"title":104,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":105},49000,"client-success-manager-avp-solium-capital-llc","Client Success Manager, AVP","Job Description Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 43 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions, and individuals. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and prosper. Corporate and Institutional Solutions (CIS) is a division within Morgan Stanley Wealth Management comprised of Corporate &amp; Digital Solutions, Morgan Stanley @ Work, Virtual Client Solutions, Reinvestment, and Strategic Client Management. The overall goal and vision of CIS is to create a corporate experience and a consistent corporate employee (“participant”) experience and to engage them throughout their financial life journey that will ultimately lead to a furthering and deepening of their Morgan Stanley Wealth Management relationships. Our approach will be highly scalable, leveraging an omni-channel strategy with an emphasis on messaging, onboarding, cross-selling, activation and servicing. Our goal will be to drive growth across all client segments, including the Mass-Affluent, with new digital capabilities. For 85 years, Morgan Stanley has been a global leader in financial services, with the scale and stability to bring its clients valuable opportunities. Within its Wealth Management division, Morgan Stanley at Work (MSAW) delivers workplace financial solutions for organizations and their employees. Client Success Manager Responsibilities: The Client Success Management (CSM) organization provides ongoing corporate client stock plan servicing on both the Shareworks and Equity Edge Online platforms, for corporate clients who either choose to outsource the support of critical functions of equity compensation, as well as those who elect to maintain administrative responsibilities within their corporation. Operating with deep business acumen and robust platform knowledge, the CSM organization supports corporate clients with daily, monthly and annual event processing and case management. Team members research and respond to client inquiries and issues, in a timely manner, complying with internal SLAs and ensuring a positive client experience. Operating with a “One team” mindset, the CSM organization supports the new client Onboarding and Go-to-market teams with servicing inquiries for seamless client support. The mission of the Client Success Management organization is to deliver best in class service, ease of use, and flawless execution, resulting in the establishment of trusted partnerships with clients. The Client Success Manager role supports an assigned base of Corporate Clients, applying equity compensation expertise in the delivery of high-quality stock plan administration services and serving as a trusted Client advocate and partner. The Client Success Manager partners with various internal teams, including Operations, Relationship Management, and Product Development to deliver industry leading solutions and services to equity compensation support Clients. The Client Success Manager: • Ensures all participant stock plan transactions are correctly processed and settled in a timely manner (ESPP Purchases, ESPP sales, Option Exercises, SWAPS, Reloads, Option Grants etc.) • Ensures the record keeping and settlement of trades are processed. • Manages all Events, with exception of Corporate Actions • Maintains and creates event timelines and operating procedures with a focus on process improvements • Supports Valuation Reporting, Section 16 Insider Reporting &amp; Client-specific custom processes (e.g. custom reports, scripts, etc.) • Prepares accurate daily\u002Fmonthly\u002Fyear end reporting and reconciliation • Supports Monthly balancing of Client plans • Processes timely and accurate data updates, data manipulation and data management by updating the software per client instruction • Supports Client engagement activities including preparation and participation in Client status updates • Ensures accurate and timely responses to all equity related inquiries and corrections internally and externally • Trouble shoots req breaks, ensuring deliveries, and if outages occur, ensures they are addressed • Tracks Client Action plans and Open Items, and manages them to resolution • Supports maintenance of Corporate Profiles • Develops Knowledge of data flows between interfacing systems in support of issue resolution and inquiry response • Participate in sales presentations, as needed • Participates, as needed, in product testing and validation using product knowledge to identify and document bugs as well as suggests enhancements Qualifications: • 1-5 years of equity compensation administration and prior B2B experience • Experience with global equity plans, complex plans such as restricted stock units\u002Fawards, swaps\u002Freloads, performance vesting\u002Fawards, etc. • Required to pass department CEE exam (within 3 months of hiring) • Required to receive CEP Designation (designation must be obtained within Client Success Management policy) • Able to nimbly manage multiple clients, with high level of customer focus • A passion for providing proactive client-focused solutions • Collaborative and highly effective in partnering with internal teams for seamless support of clients • Highly attentive to client needs and requests, able to identify and address proactively • Able to build long term client relationship; be perceived as trusted advisor • Strong project management and organization skills • Willing to go above and beyond, while maintaining a positive attitude • Strong analytical, problem solving skills, and proven attention to detail • Able to work under pressure, retaining focus and positive attitude • Ability to assist in the development and improvement of internal and external processes • Very strong communication skills, verbal and written WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. 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. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $85,000 and $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":107,"slug":108,"title":109,"location":10,"raw_job_location_address_addressLocality":110,"raw_hiringOrganization_logo_url":10,"raw_description":111},49020,"client-success-manager-associate-solium-capital-llc-2","Client Success Manager, Associate","Sandy","We know a lot about investing and are certain there’s no better investment a company can make than in its employees. People don’t just drive a company; they are the company. So, when people work at their best, companies do too. Morgan Stanley at Work, a division of Morgan Stanley Wealth Management, provides workplace financial solutions that build employee financial confidence, foster loyalty, and help our corporate clients attract and retain top talent. Our end-to-end offering spans Equity, Financial Wellness and Retirement Solutions. Plus, we provide all employees with Financial Empowerment, so they have the knowledge, tools and support needed to make the most of their workplace financial benefits. What you’ll be part of – our Morgan Stanley at Work culture: 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. We are passionate about exceeding our clients’ expectations and helping them succeed. We are fearless in taking on new challenges that deliver exceptional results. We believe amazing things can happen when we work together in an environment where everybody has a true sense of belonging and their ideas are heard. We value differences and are committed to providing a work environment where our people can do their best work. We look for people who are problem solvers, empathetic listeners, team players and inclusive leaders. We are committed to your growth and development, and your entire employee experience. We recognize that our people and culture are the keys to our success. We invite you to explore how you can be an integral part of our team. U.S. Public Equity Solutions: U.S. Public Equity Solutions is responsible for the engagement, onboarding and day-to-day service management of corporate clients and their equity administration plan terms and associated service offerings. Client Success Management: The Client Success Management (CSM) organization provides ongoing corporate client stock plan servicing on both the Shareworks and Equity Edge Online platforms, for corporate clients who choose to outsource the support of critical functions of equity compensation, as well as those who elect to maintain administrative responsibilities within their corporation. Operating with deep business acumen and robust platform knowledge, the CSM organization supports corporate clients with daily, monthly, and annual event processing and case management. Team members research and respond to client inquiries and issues, in a timely manner, complying with internal SLAs and ensuring a positive client experience. Operating with a “One team” mindset, the CSM organization supports the new client Onboarding and Go-to-market teams with servicing inquiries for seamless client support. The mission of the Client Success Management organization is to deliver best in class service, ease of use, and flawless execution, resulting in the establishment of trusted partnerships with clients. Client Success Manager Role: The Client Success Manager is an operational role within the Client Success Management Department, executing repeatable tasks associated with stock plan administration events, processes, and data changes for corporate clients across the Shareworks and Equity Edge Online platforms. CSMs will also work directly with clients to answer questions, resolve concerns, and strengthen relationships. We are an onramp and accelerator into the rest of the Equity compensation world, and many of the most successful service side career professionals got their start as a CSM. Client Success Manager Responsibilities: Performs daily client procedures including but not limited to processing daily processes, assessing import errors and related fixes. Performs monthly functions including, but not limited to monthly reconciliation of disposition records Performs the processing of Restricted Stock Releases or Stock purchases, as necessary Manages changes to Employee Stock Purchase Plan Enrollment, Online Grant Agreements, and Equity Plan reporting Processes timely and accurate data updates, data manipulation and data management by updating software per client instruction Identifies errors and potential issues, working collectively with other team members and internal stakeholders to find solutions; tracks open issues to resolution Effectively document and maintain client processes Monitors queues for new case assignments using tools such as Salesforce.com and Zendesk. Utilize Salesforce.com application to create and mark completion of cases, document solutions, and update client records. Develops and maintains long term client relationships, actively managing customer expectations to ensure maximum satisfaction with products and services Provides responses to customer inquiries in a manner that drives client satisfaction by consistently meeting SLAs Research and document solutions for issues raised by clients Troubleshoots and answers platform questions using probing and interview style questions Participates, as needed, in product testing and validation using product knowledge to identify and document bugs as well as suggest enhancements Lead client meetings at a frequency tailored to their specific needs, ensuring consistent communication, alignment on communication, and proactive support. Stay informed about product updates and proactively share relevant changes or improvements with clients to ensure they received the full value and remain aligned with evolving solutions. Proactively identify potential risks and implement strategies to mitigate them, ensuring the stability and success of client relationships and business success Any other activities as determined by organization Qualifications: Associate degree or higher preferred in business, finance, accounting, or related field 1-5 years of customer service experience with primary responsibility of answering and resolving customer inquiries CEP Certification is preferred, not required. Level 1 required within 12 months of hire Self-motivated with the ability to effectively manage multiple tasks against tight deadlines A passion for providing proactive client-focused solutions Highly attentive to client needs and requests, while demonstrating effective prioritization, time management skills and solid judgment for escalating when appropriate Willing to go above and beyond, while maintaining a positive attitude Strong analytical, problem-solving skills, and proven attention to detail Disciplined in following processes, procedures and adhering to controls Able to work under pressure, retaining focus and positive attitude Ability to assist in the development and improvement of internal and external processes. Fluency in written and spoken English is a must Demonstrated competency with common technology and technical concepts, including but not limited to email, internet, Excel, and Word. Basic\u002Fintro level of knowledge of equity platform Basic\u002Fintro level of knowledge Equity Compensation Industry 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. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. 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. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":113,"slug":114,"title":109,"location":10,"raw_job_location_address_addressLocality":110,"raw_hiringOrganization_logo_url":10,"raw_description":115},49018,"client-success-manager-associate-solium-capital-llc","Job Description We know a lot about investing and are certain there’s no better investment a company can make than in its employees. People don’t just drive a company; they are the company. So, when people work at their best, companies do too. Morgan Stanley at Work, a division of Morgan Stanley Wealth Management, provides workplace financial solutions that build employee financial confidence, foster loyalty, and help our corporate clients attract and retain top talent. Our end-to-end offering spans Equity, Financial Wellness and Retirement Solutions. Plus, we provide all employees with Financial Empowerment, so they have the knowledge, tools and support needed to make the most of their workplace financial benefits. What you’ll be part of – our Morgan Stanley at Work culture: 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. We are passionate about exceeding our clients’ expectations and helping them succeed. We are fearless in taking on new challenges that deliver exceptional results. We believe amazing things can happen when we work together in an environment where everybody has a true sense of belonging and their ideas are heard. We value differences and are committed to providing a work environment where our people can do their best work. We look for people who are problem solvers, empathetic listeners, team players and inclusive leaders. We are committed to your growth and development, and your entire employee experience. We recognize that our people and culture are the keys to our success. We invite you to explore how you can be an integral part of our team. U.S. Private Equity Solutions U.S. Private Equity Solutions is responsible for the engagement, onboarding and day-to-day service management of corporate clients and their equity administration plan terms and associated service offerings. Client Success Management The Client Success Management (CSM) organization provides ongoing corporate client stock plan servicing on both the Shareworks and Equity Edge Online platforms, for corporate clients who choose to outsource the support of critical functions of equity compensation, as well as those who elect to maintain administrative responsibilities within their corporation. Operating with deep business acumen and robust platform knowledge, the CSM organization supports corporate clients with daily, monthly, and annual event processing and case management. Team members research and respond to client inquiries and issues, in a timely manner, complying with internal SLAs and ensuring a positive client experience. Operating with a “One team” mindset, the CSM organization supports the new client Onboarding and Go-to-market teams with servicing inquiries for seamless client support. The mission of the Client Success Management organization is to deliver best in class service, ease of use, and flawless execution, resulting in the establishment of trusted partnerships with clients. Client Success Manager Role The Client Success Manager is an operational role within the Client Success Management Department, executing repeatable tasks associated with stock plan administration events, processes, and data changes for corporate clients across the Shareworks and Equity Edge Online platforms. CSMs will also work directly with clients to answer questions, resolve concerns, and strengthen relationships. We are an onramp and accelerator into the rest of the Equity compensation world, and many of the most successful service side career professionals got their start as a CSM. Client Success Manager Responsibilities • Performs daily client procedures including but not limited to processing daily trades, assessing import errors and related fixes, and administering trade and pre-trade clearances • Performs monthly functions including, but not limited to monthly balancing • Performs the processing of Restricted Stock Releases or Stock purchases, as necessary • Manages changes to Employee Stock Purchase Plan Enrollment, Online Grant Agreements, and Equity Plan reporting • Processes timely and accurate data updates, data manipulation and data management by updating software per client instruction • Identifies errors and potential issues, working collectively with other team members and internal stakeholders to find solutions; tracks open issues to resolution • Effectively document and maintain client processes • Monitors queues for new case assignments using tools such as Salesforce.com and Zendesk. Utilize Salesforce.com application to create and mark completion of cases, document solutions, and update client records. • Develops and maintains long term client relationships, actively managing customer expectations to ensure maximum satisfaction with products and services • Provides responses to customer inquiries in a manner that drives client satisfaction by consistently meeting SLAs • Research and document solutions for issues raised by clients • Troubleshoots and answers platform questions using probing and interview style questions • Participates, as needed, in product testing and validation using product knowledge to identify and document bugs as well as suggest enhancements • Any other activities as determined by organization Qualifications • Bachelor degree or higher preferred in business, finance, accounting, or related field • 1-5 years of customer service experience with primary responsibility of answering and resolving customer inquiries • CEP Certification is preferred, not required. • Self-motivated with the ability to effectively manage multiple tasks against tight deadlines • A passion for providing proactive client-focused solutions • Highly attentive to client needs and requests, while demonstrating effective prioritization, time management skills and solid judgment for escalating when appropriate • Willing to go above and beyond, while maintaining a positive attitude • Strong analytical, problem-solving skills, and proven attention to detail • Disciplined in following processes, procedures and adhering to controls • Able to work under pressure, retaining focus and positive attitude • Ability to assist in the development and improvement of internal and external processes. • Fluency in written and spoken English is a must • Demonstrated competency with common technology and technical concepts, including but not limited to email, internet, Excel, and Word. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. 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. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do"]