{"id":2545967,"url":"https://alion.io/job/morgan-stanley-client-success-manager-associate","title":"Client Success Manager, Associate","company":{"id":40230,"name":"Morgan Stanley","domain":"morganstanley.com","url":"https://alion.io/company/morgan-stanley","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Eightfold","truth_index":{"grade":"A","score":87,"open_postings":209,"ghost_share":0,"stale_share":0.507,"repost_share":0.014,"time_to_fill_p50_days":52,"computed_at":"2026-10-15T05:46:00Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":"senior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Montreal, Canada"],"countries":["CA"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":52000,"max_usd":98000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":49},"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[{"name":"Aider","optional":false}],"status":"live","first_seen_at":"2026-10-09T00:00:00Z","employer_posted_date":"2026-10-14","last_verified_at":"2026-10-15T07:49:26Z","board_verified":true,"closed_at":null,"days_open":6,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":6},"description":"Nous offrons :\nL’occasion de travailler avec certains des meilleurs professionnels du secteur, au sein d’une société qui valorise l’intellect individuel tout comme le travail d’équipe\nDes bureaux à la fine pointe de la technologie aménagés pour maximiser la collaboration\nDes conditions de travail flexibles.\nDes défis enrichissants offrant la possibilité d’apprendre et de progresser constamment\nUn environnement qui exploite tout le potentiel de la technologie\nProfil de l’équipe :\nLe département de Gestion de Patrimoine travaille en étroite collaboration avec son entité affiliée, Morgan Stanley at Work, afin de créer une expérience homogène et cohérente pour les employés de l’entreprise (« les participants ») tout au long de leur parcours financier qui aboutira finalement à une relation avec Morgan Stanley Gestion de Patrimoine. Nous adoptons une approche hautement évolutive, en nous appuyant sur une stratégie omnicanale qui met l’accent sur la diffusion de messages, l’intégration, la vente croisée, la dynamisation et le service à ces participants. Notre objectif est de stimuler la croissance dans tous les segments de clientèle, des clients aisés aux très fortunés, grâce à de nouvelles capacités numériques et humaines.\nDescription du poste :\nL’organisation de gestion de la réussite des clients offre un service continu de régime d’actions des entreprises clientes sur Shareworks, pour les entreprises clientes qui choisissent d’externaliser le soutien des fonctions essentielles de rémunération sous forme d’actions, ainsi que pour celles qui choisissent de maintenir des responsabilités administratives au sein de leur entreprise. Travaillant avec un sens aigu des affaires et une solide connaissance de la plateforme, le gestionnaire de la réussite des clients soutient les entreprises clientes grâce au traitement quotidien, mensuel et annuel des événements et à la gestion des dossiers. Les membres de l’équipe font des recherches et répondent aux questions et aux problèmes des clients, en temps opportun, en se conformant aux accords de niveau de service internes et en assurant une expérience client positive. En adoptant un état d’esprit axé sur « Une seule équipe », le gestionnaire de la réussite des clients soutient les équipes d’intégration des nouveaux clients et de mise en marché pour répondre aux demandes de service afin d’offrir un soutien à la clientèle sans faille. La mission de l’organisation de gestion de la réussite des clients est d’offrir un service de premier ordre, une facilité d’utilisation et une exécution sans faille, ce qui mène à l’établissement de partenariats de confiance avec les clients.\nNous sommes à la recherche d’une personne qui se joindra à notre équipe à titre de gestionnaire de la réussite des clients afin d’offrir un service continu de régime d’actions des entreprises clientes sur Shareworks, afin d’assurer un soutien sans faille aux fonctions de rémunération des actions essentielles et de favoriser des partenariats de confiance grâce à un service exceptionnel et à une exécution impeccable.\nResponsabilités :\nOffrir un soutien en matière d’administration de régimes d’actionnariat pour plusieurs entreprises clientes à l’aide de la plateforme Shareworks\nAdministrer les options d’achat d’actions, les attributions d’actions restreintes et les primes de rendement\nAider les clients à traiter les nouvelles subventions, les exercices, les libérations, les applications de mesure du rendement, les dividendes et les reports\nAider les clients à l’aide de rapports quotidiens, mensuels et de fin d’année et de rapports spéciaux demandés. Aider au rapprochement, au besoin\nS’assurer de fournir des réponses précises et opportunes à toutes les questions liées aux actions et aux corrections internes et externes\nMaintenir et créer des échéanciers pour les événements et des procédures d’exploitation en mettant l’accent sur les améliorations des processus\nTravailler avec les équipes internes et externes pour assurer la réussite des vérifications de conformité\nInteragir avec les personnes-ressources des clients, l’équipe des conseillers financiers, le centre de service à la clientèle et les opérations internes\nCompétences requises :\nUn à cinq ans d’expérience en service à la clientèle avec la responsabilité principale de répondre aux questions des clients et de résoudre leurs problèmes\nMotivation et capacité de gérer efficacement plusieurs tâches en respectant des délais serrés\nPassion pour la prestation de solutions proactives axées sur le client\nAttention accrue aux besoins et aux demandes des clients, établissement efficace des priorités, compétences en gestion du temps et solide jugement pour les recours hiérarchiques, le cas échéant\nVolonté d’aller au-delà des attentes tout en conservant une attitude positive\nSolides compétences en analyse, capacité à résoudre des problèmes et attention au détail éprouvée\nDiscipline en ce qui concerne les processus, les procédures et le respect des contrôles\nCapacité à travailler sous pression, à rester concentré et à avoir une attitude positive\nCapacité à contribuer au développement et à l’amélioration des processus internes et externes\nMaîtrise de l’anglais, tant à l’oral qu’à l’écrit, essentielle\nCompétences souhaitées :\nDiplôme d’associé ou supérieur, de préférence dans le domaine des affaires, des finances, de la comptabilité ou dans un domaine connexe\nCertification CEP, un atout, mais non obligatoire\nNiveau de connaissance de base/débutant de la plateforme d’actions\nNiveau de connaissance de base/débutant du domaine de la rémunération sous forme d’actions\nDans ce document, l’emploi du masculin n’a d’autres fins que celle d’alléger le texte. Toutes personnes intéressées par ce poste sont invitées à soumettre leur candidature.\nTous nos postes sont situés à Montréal, Québec.\nLa connaissance du français et de l’anglais est requise.\nBâtissez une carrière qui se démarque. Pour plus d’information, visitez le morganstanley.com.\n---------------------------------------------------------------------------------------------\nWe offer:\nTo work with some of the best professionals in the business - for a firm that values individual intellect as much as teamwork\nState-of-the-art offices that are designed to maximize collaboration\nFlexible working arrangements\nEnriching challenges that provide opportunity for constant learning and advancement\nAn environment which is leveraging technology to its highest potential\nTeam Profile:\nThe Wealth Management Field partners closely with its affiliate entity, Morgan Stanley at Work, to create a seamless and consistent corporate employee (“participant”) experience throughout their financial life journey that will ultimately lead to a Morgan Stanley Wealth Management relationship .Our approach is highly scalable, leveraging an omni-channel strategy with an emphasis on messaging, onboarding, cross-selling, activation, and servicing of those participants. Our goal will be to drive growth across all client segments, from the Mass-Affluent to Ultra High Net Worth, with new digital and human capabilities.\nPosition Description:\nThe Client Success Management (CSM) organization provides ongoing corporate client stock plan servicing on Shareworks, for corporate clients who choose to outsource the support of critical functions of equity compensation, as well as those who elect to maintain administrative responsibilities within their corporation. Operating with deep business acumen and robust platform knowledge, the CSM organization supports corporate clients with daily, monthly, and annual event processing and case management. Team members research and respond to client inquiries and issues, in a timely manner, complying with internal SLAs and ensuring a positive client experience. Operating with a “One team” mindset, the CSM organization supports the new client Onboarding and Go-to-market teams with servicing inquiries for seamless client support. The mission of the Client Success Management organization is to deliver best in class service, ease of use, and flawless execution, resulting in the establishment of trusted partnerships with clients.\nWe are seeking someone to join our team as a Client Success Manager to provide ongoing corporate client stock plan servicing on Shareworks, ensuring seamless support for critical equity compensation functions, and fostering trusted partnerships through exceptional service and flawless execution.\nResponsibilities:\nProvide stock plan administration support for multiple corporate clients using the Shareworks platform\nAdminister Stock Options, Restricted Stock Awards, and Performance Awards\nAssist clients with the processing of new grants, exercises, releases, performance measurement applications, dividends, deferrals\nAssist clients with daily/monthly/year end reporting and requested Adhoc reporting. Help with reconciliation when needed\nEnsure accurate and timely responses to all equity related inquiries and corrections internally and externally\nMaintain and create event timelines and operating procedures with the focus of process improvements\nWork with internal and external teams to ensure successful Compliance audits\nInterface with client contacts, financial advisor team, service center, and internal operations\nRequired Skills:\n1-5 years of customer service experience with primary responsibility of answering and resolving customer inquiries\nSelf-motivated with the ability to effectively manage multiple tasks against tight deadlines\nA passion for providing proactive client-focused solutions\nHighly attentive to client needs and requests, while demonstrating effective prioritization, time management skills and solid judgment for escalating when appropriate\nWilling to go above and beyond, while maintaining a positive attitude\nStrong analytical, problem-solving skills, and proven attention to detail\nDisciplined in following processes, procedures and adhering to controls\nAble to work under pressure, retaining focus and positive attitude\nAbility to assist in the development and improvement of internal and external processes.\nFluency in written and spoken English is a must\nPreferred skills:\nAssociate degree or higher preferred in business, finance, accounting, or related field\nCEP Certification is preferred, not required.\nBasic/intro level of knowledge of equity platform\nBasic/intro level of knowledge Equity Compensation Industry\nAll our positions are located in Montreal, Quebec.\nKnowledge of French and English is required.\nBuild a career with impact. Visit morganstanley.com for more information.\nWHAT YOU CAN EXPECT FROM MORGAN STANLEY:\nAt Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that’s differentiated - and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.\nTo learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.\nMorgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. 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