Client Success Associate - Calgary, Canada - Morgan Stanley

Morgan Stanley

Verified Company

Calgary, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Client Success Associate

Job Number:
3231774

POSTING DATE:
Feb 22, 2023

PRIMARY LOCATION:
Americas-Canada-Alberta-Calgary

EDUCATION LEVEL:
Bachelor's Degree

JOB:
Wealth Management

EMPLOYMENT TYPE:
Full Time

JOB LEVEL:
Associate

DESCRIPTION

Introducing Morgan Stanley at Work:

We know a lot about investing and are certain that that 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.

Falling within the U.S.

Public Client Success organization, the Center of Excellence (COE) 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 COE supports corporate clients with daily, monthly and annual event processing and case management.

With a "One team" mindset, the COE supports the new client Onboarding and Go-to-market teams with establishing processes for seamless client support.

The mission of the U.S.

Public Client Success organization is to deliver best in class service, ease of use, and flawless execution, resulting in the establishment of trusted partnerships with clients.

Position Responsibilities:

Being attentive to client needs and requests, while demonstrating effective prioritization, time management skills and escalating when appropriate
Managing the administration of share purchase plans, stock options and awards for specific client groups
Developing and maintaining long term client relationships
Effectively documenting and maintaining client processes
Processing timely and accurate data updates, data manipulation and data management by updating the software per client instruction
Proactively participating in ongoing training to expand your own knowledge base
Tracking open issues and escalating internally as appropriate
Identifying errors and potential issues and working collectively with other team members and internal stakeholders to find solutions
Understanding financial reporting and administrative reports
Actively managing customer expectations to ensure maximum satisfaction with products and services
Interacting with Relationship Management Team on customer issues and being responsible for client satisfaction

QUALIFICATIONS

Postsecondary diploma or degree is required
Minimum 3year customer service, financial and/or operational experience
Selfmotivated with the ability to effectively manage multiple tasks against tight deadlines
A passion for providing proactive clientfocused solutions
Demonstrated ability to prioritize and multitask, including escalating when appropriate
Willing to go above and beyond, while maintaining a positive attitude
Fluency in written and spoken English is a must
Strong analytical, problem solving skills, and proven attention to detail
Comfortable in a fastpaced and evolving environment which includes ongoing learning and training opportunities
Successful completion of Certified Equity Professional (CEP) program would be an asset, but not required

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