Large Market Client Service Manager
Company: Shareworks by Morgan Stanley
Location: Tempe
Posted on: February 24, 2021
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Job Description:
Has your paper napkin business plan turned into a billion-dollar
reality? Ours has, and our employees have helped us get to where we
are today; and as we continue to scale towards being the
incomparable leader in our industry, we are looking for Client
Services Managers to help write the next chapter with us. What
started as a sketch on a napkin is now our world-class software
platform that combines cutting-edge technology with outstanding
client service and premier wealth management capabilities.
Shareworks by Morgan Stanley is designed to simplify the
complexities of equity plan management, while helping employees
realize the full potential of their benefits.Located in Tempe,
Arizona--and reporting to the Director, Client Services - Large
Markets, the Client Service Manager - Large Markets--is responsible
for building and nurturing strong relationships with HR
professionals, senior financial staff, and high-level customer
contacts. Your clients will be selected from Shareworks largest
enterprise accounts, and include some of the biggest, most
recognizable company names in the world! You will apply your
extensive knowledge of our products and equity compensation plan
management, in addition to strong customer service and
communication skills.Responsibilities--- Providing 'white glove'
service in response to clients' inquiries by phone, email, or
ticketing system, while demonstrating exceptional prioritization,
time management skills and escalating when appropriate; developing,
maintaining and enhancing long-term client relationships as a
result--- Managing the administration of share purchase plans,
stock options and awards for specific, complex client groups with
global needs---Ensuring client documentation is current, complete
and consistent with all client and Shareworks processes---
Processing timely and accurate data updates, data manipulation and
data management by updating the software per client instruction---
Identifying errors and potential issues and working collaboratively
with team members and internal stakeholders to find timely and
appropriate solutions--- Participating proactively in ongoing
training to expand your own knowledge base, focusing on industry
knowledge and Shareworks expertise in order to better support your
clients; includes requirement to either currently hold or
successfully obtain both your Shareworks Certification and your
Certified Equity Professional (CEP) designation--- Actively
managing customer expectations to ensure maximum satisfaction with
Shareworks products and services--- Working effectively in a
highly-collaborative cross-functional environment, including
interacting with the Relationship Management team on customer
issues and taking ownership of client satisfaction--- Building and
deepening your understanding of financial reporting and
administrative reporting related to equity compensation plan
management--- Tracking open issues and escalating internally as
appropriate?Qualifications--- Post-secondary diploma or degree in
Business or similar area of focus is required--- 6+ years of
customer service, financial and/or operational experience---
Fluency in written and spoken English is a must; fluency in an
additional language is a benefit--- Proven success working
collaboratively in a B2B environment is preferred; previous
experience working with large or multi-national companies is a
definite plus--- Commitment to successfully complete Shareworks
Certification Level I within one year --- Successful completion of
Certified Equity Professional (CEP) program is preferred;
successful candidate must be willing to obtain designation within
two years--- Series 7 License, or Accounting background would be
ideal, but not required--- Demonstrated analytical, problem-solving
skills, and strong attention to detail--- Ability to apply your
entrepreneurial, innovative mindset to assist in the development
and improvement of internal and external processes--- Comfortable
in a fast-paced and evolving environment which includes ongoing
learning and training opportunities--- Strong client facing and
relationship skills including management of client calls, tracking
client issues and overall relationship managementWhile we thank all
applicants for their interest, please note that only those
individuals selected for an interview will be contacted.
Keywords: Shareworks by Morgan Stanley, Tempe , Large Market Client Service Manager, Executive , Tempe, Arizona
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