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Equity Client Specialist
Job Description & How to Apply Below
Build trusted corporate client relationships at Morgan Stanley at Work through equity compensation servicing, platform support, and timely case management. Work across Share works and Equity Edge Online.
This Associate Client Success Manager role supports daily, monthly, and annual stock plan administration activities. You will answer inquiries, troubleshoot platform questions, research issues, and provide documented solutions. Your work helps corporate clients manage equity plan terms, employee data, and associated service offerings while meeting internal service-level agreements.
Key Responsibilities:- Monitor queues and manage cases using and Zendesk
- Answer client inquiries and troubleshoot platform questions
- Research, document, and resolve client issues
- Maintain long-term relationships and manage customer expectations
- Lead client meetings and share relevant product updates
- One to five years of customer service experience
- Passion for proactive, client-focused solutions
- Attention to detail and disciplined process adherence
- Basic knowledge of equity platforms and compensation
- Competency with email, internet, Excel, and Word
Bring empathetic client communication, platform troubleshooting, and equity compensation knowledge to Morgan Stanley at Work’s service organization.
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