Client Service Manager - Montréal, Canada - Morgan Stanley

Morgan Stanley

Verified Company

Montréal, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Client Service Manager

Job Number:
3240522

POSTING DATE:
Aug 14, 2023

PRIMARY LOCATION:
Americas-Canada-Quebec-Montreal

EDUCATION LEVEL:
Bachelor's Degree

JOB:
Wealth Management

EMPLOYMENT TYPE:
Full Time

JOB LEVEL:
Associate

DESCRIPTION

Has your paper napkin business plan turned into a billion-dollar reality? Ours has, and 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 Client Services Representatives to help write the next chapter with us.

What started as a sketch on a napkin is now our world-class software platform that combines cutting-edge technology with outstanding client service and premier wealth management capabilities.

Shareworks by Morgan Stanley is designed to simplify the complexities of equity plan management, while helping employees realize the full potential of their benefits.

Responsibilities:

Managing the administration of share purchase plans, stock options and awards for specific, complex client groups with global needs
Ensuring client documentation is current, complete and consistent with all client and Shareworks processes
Processing timely and accurate data updates, data manipulation and data management by updating the software per client instruction
Identifying errors and potential issues and working collaboratively with team members and internal stakeholders to find timely and appropriate solutions
Participating proactively in ongoing training to expand your own knowledge base, focusing on industry knowledge and Shareworks expertise in order to better support your clients; includes requirement to either currently hold or successfully obtain both your Shareworks Certification
Actively managing customer expectations to ensure maximum satisfaction with Shareworks products and services
Working effectively in a highlycollaborative crossfunctional environment, including interacting with the Relationship

Management team on customer issues and taking ownership of client satisfaction

Building and deepening your understanding of financial reporting and administrative reporting related to equity compensation plan management
Tracking open issues and escalating internally as appropriate

QUALIFICATIONS

Postsecondary diploma or degree in Business or similar area of focus is required
3+ years of customer service, financial and/or operational experience
Fluency in written and spoken English is a must; fluency in an additional language is a benefit
Proven success working collaboratively in a B2B environment is preferred; previous experience working with large or multinational companies is a definite plus
Commitment to successfully complete Shareworks Certification Level I within one year
Demonstrated analytical, problemsolving skills, and strong attention to detail
Comfortable in a fastpaced and evolving environment which includes ongoing learning and training opportunities
Strong client facing and relationship skills including management of client calls, tracking client issues and overall relationship management
Language preference: Fluency in both English & French preferred

While we thank all applicants for their interest, please note that only those individuals selected for an interview will be contacted.

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.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).