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Client Success Manager, Associate
Morgan StanleyAlpharetta, Georgia, United States of America2-5 years
Apply 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
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
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/union 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/F/Disability/Vet).
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://www.morganstanley.com/about-us/global-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://www.morganstanley.com/people-opportunities/eeo.
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