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Client Success Manager Jobs
Company | Morgan Stanley |
Address | Purchase, NY, United States |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services,Investment Banking,Investment Management |
Expires | 2023-08-07 |
Posted at | 10 months ago |
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.
- Maintain and create event timelines and operating procedures with the focus of process improvements
- Interface with client contacts, financial advisor team, service center, and internal operations
- Comfortable learning new technology
- Ability to work in a fast paced environment with periods of high volumes and pressure; need to be able to meet deadlines for daily weekly and monthly deliverables; prioritize workflow and critical issues
- Ensure accurate and timely responses to all equity related inquiries and corrections internally and externally
- Assist clients with daily/monthly/year end reporting and requested Adhoc reporting. Help with reconciliation when needed
- An understanding of the workings of the equity compensation business and / or a finance background is a plus but not necessary
- Work with internal and external teams to ensure successful Compliance audits
- Administer Stock Options, Restricted Stock Awards, and Performance Awards
- Provide stock plan administration support for multiple corporate clients using the Shareworks platform
- Ability to work well with others toward common goals
- Proficient in Microsoft Office applications
- Assist clients with the processing of new grants, exercises, releases, performance measurement applications, dividends, deferrals
- Good written and verbal communication skills necessary for interacting with our clients and others throughout the organization
- Customer service experience helpful
- Bachelor’s degree preferred
- Finance classes or Financial firm experience a plus
- CEP 1 a plus
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