Morgan Stanley

Client Success Manager

Morgan Stanley$80K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree with 2-5 years in equity compensation administration
  • 2-5 years of B2B experience
  • Ability to manage a moderate number of clients
  • Knowledge of brokerage industry and equity plans
  • Experience with complex equity compensation structures
  • Project management skills

Responsibilities

  • Proactively manage a base of Corporate Clients with high equity compensation expertise
  • Update Equity Edge and Stock Plans daily based on client data
  • Ensure timely processing and settlement of participant stock plan transactions
  • Conduct surveys and track Disqualifying Dispositions
  • Prepare valuation reporting and client-specific custom processes
  • Monthly balancing of client plans
  • Manage client inquiries and requests professionally

Benefits

  • Opportunity to work with a variety of corporate clients in different segments
  • Engagement in both client services and sales presentations
  • Access to cutting-edge tools like Equity Edge Online
  • Collaboration with diverse teams to develop industry-leading solutions
  • Potential for growth within a specialized area of finance
Full Job Description
Client Services provides stock plan administration services for clients of ETRADE Corporate Services. This department, which is divided into 4 distinct segments: Large, Mid, Emerging and Private; assist corporations who either choose to outsource this critical function or elect to maintain administrative responsibilities within their corporation.

The Client Service Manager (CSM) is responsible for providing comprehensive service and support to an assigned book of clients. This includes using Equity Edge Online and various other tools to maintain stock plan records, and support all accounting, financial reporting and associated compliance requirements. Candidates for the CSM positions will possess the following qualities:

• Ability to make decisions to resolve client issues and concerns
• Ability to develop and maintain client relationships
• Ability to participate in sales presentations and identify sales opportunities

RESPONSIBILITIES
• Associates will apply a high-level of equity compensation expertise to proactively manage an assigned base of Corporate Clients, acting as a Client advocate and partner, delivering a high-level of stock plan administration services
• Day to day activities will include, but is not limited to:
• Updating Equity Edge and Stock Plans on a daily basis based upon data updates received from assigned Clients (e.g. new hires, terminations, etc.), participant transactions, etc.
• Ensuring 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.)
• Surveys and tracking of Disqualifying Dispositions
• Valuation Reporting, Section 16 Insider Reporting & Client-specific custom processes (e.g. custom reports, scripts, etc.)
• Monthly balancing of Client plans
• Managing Client inquiries and requests in a timely and professional manner
• Knowledge of data flows between interfacing systems
• Coordinating with various teams (e.g. Operations, Account Management, Product Development, etc.) to deliver industry leading solutions for Equity Compensation Support Services

Qualifications
• Bachelor's degree and 2 - 5 years of equity compensation administration
• 2 - 5 years of prior B2B experience
• Ability to manage moderate level of assigned clients (number and/or complexity)
• Knowledge of the brokerage industry
• Experience with global equity plans, complex plans such as restricted stock units/awards, swaps/reloads, performance vesting/awards, etc.
• Project Management skills

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ

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