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Large Market Client Service Manager

Company: Shareworks by Morgan Stanley
Location: Tempe
Posted on: February 24, 2021

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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