Client Support Specialist
skillventory - A Leading Talent Research Firm
Relationship Manager, AVP
Morgan Stanley
full-time
Posted on:
Location Type: Office
Location: Purchase • New York • 🇺🇸 United States
Visit company websiteSalary
💰 $85,000 - $135,000 per year
Job Level
Lead
About the role
- Responsible for the equity compensation relationship within the Wealth Management Client Segments division
- Partner with the companies key administrative contacts (Stock Plan managers and analysts)
- Ensure satisfaction of service delivery for the corporate stock plan and that the plan is utilizing all components of services
- Engage with individuals across human resources, benefits, compensation, and finance departments
- Collaborate to assist clients and ensure timely responses
- Conduct regular business reviews to share product trends, enhancements, and plan level statistics
- Maintain regular contact with clients and monitor client satisfaction
- Promote and share best practices from products and the industry
- Align client requests and expectations with business needs and constraints
- Coordinate new projects with client and internal team and track open items
- Engage with Morgan Stanley service support organizations to ensure awareness of plan rules and key events
- Keep open communications with internal business partners regarding plan events, open items, or key issues
- Maintain education of the industry and product and share relevant information with clients
- Work with all colleagues professionally and respectfully by sharing information and aiding in high volume times when necessary
Requirements
- Bachelor’s degree required along with 5-10 years of industry experience
- A strong understanding of the executive compensation, stock plan, and ESPP industries
- Excellent interpersonal and communications skills
- Some travel will be required
- Organizational skills to track and maintain open issues for multiple projects
- Ability to work under periods of extreme pressure with very tight time constraints
- Ability to make a case for difficult decisions and present to management
- Ability identify problems and articulate the concern both verbally and in written form
- Comfortable in running a meeting and speaking in large groups
- Certified Equity Professional designation and Shareworks experience a strong plus
- Appropriate securities licenses required (FINRA Series 7, and 63 or 66) or willingness to be obtained within 180 days of hire
- A strong working knowledge of MS office products
Benefits
- Some of the most attractive and comprehensive employee benefits and perks in the industry
- Opportunity to move about the business for those who show passion and grit
- Morgan Stanley sponsored benefit programs
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
executive compensationstock planESPPproject managementproblem identificationcommunicationpresentation skillsclient satisfaction trackingbusiness review analysisservice delivery
Soft skills
interpersonal skillsorganizational skillsability to work under pressuredecision-makingarticulation of concernsmeeting facilitationcollaborationclient engagementprofessionalismrespectful communication
Certifications
Certified Equity ProfessionalFINRA Series 7FINRA Series 63FINRA Series 66
