Client Success Manager
POSTING DATE: Sep 6, 2024
PRIMARY LOCATION: Americas-United States of America-Georgia-Alpharetta
EDUCATION LEVEL: Bachelor's Degree
JOB: Wealth Management
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Associate
Client Services provides stock plan administration services for clients of E*TRADE 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
- Bachelors 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).
