Client Success Manager, Associate

Morgan Stanley

. Provide stock plan administration support for multiple corporate clients using the Shareworks platform .

Posted 10/14/2026full-timeMontreal • CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in stock plan administration, including managing stock options and performance awards, while ensuring compliance and fostering client relationships. Proficient in analytical problem-solving and process improvement within the equity compensation industry.

Highest-signal resume keywords

Stock Plan AdministrationClient-Focused Problem SolvingAnalytical SkillsEquity Compensation KnowledgeCEP Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Stock Options AdministrationRestricted Stock Awards ManagementPerformance Awards AdministrationReporting and ReconciliationEquity Platforms Knowledge

Soft Skills

Customer ServiceTime ManagementAttention to DetailProactive ApproachPositive Attitude

Tools & Technologies

Shareworks Platform

Certifications & Qualifications

CEP Certification

Industry Keywords

Equity CompensationProcess ImprovementCompliance AuditsClient PartnershipsFinancial Advisors

About the role

Key responsibilities & impact

Provide stock plan administration support for multiple corporate clients using the Shareworks platform
Administer stock options, restricted stock awards, and performance awards
Assist clients with new grants, exercises, releases, performance measurement applications, dividends, and deferrals
Support daily, monthly, year-end, and ad hoc reporting, including reconciliation when needed
Respond accurately and promptly to equity-related inquiries and internal and external corrections
Create and maintain event timelines and operating procedures focused on process improvement
Work with internal and external teams to support successful compliance audits
Interface with client contacts, financial advisors, the service center, and internal operations
Provide ongoing corporate client stock plan servicing and foster trusted client partnerships

Requirements

What you’ll need

1–5 years of customer service experience primarily answering and resolving customer inquiries
Ability to manage multiple tasks against tight deadlines
Client-focused, proactive problem-solving approach
Strong prioritization, time management, judgment, and escalation skills
Strong analytical and problem-solving skills
Proven attention to detail
Discipline in following processes, procedures, and controls
Ability to work under pressure while maintaining focus and a positive attitude
Ability to contribute to internal and external process improvements
Fluency in written and spoken English is essential
Knowledge of French and English is required
Associate degree or higher in business, finance, accounting, or a related field preferred, not required
CEP Certification preferred, not required
Basic/introductory knowledge of equity platforms
Basic/introductory knowledge of the equity compensation industry

Benefits

Comp & perks

Opportunity to work with leading professionals at a firm valuing individual intellect and teamwork
State-of-the-art collaborative offices
Flexible working arrangements
Enriching challenges with opportunities for constant learning and advancement
Technology-enabled work environment
Attractive and comprehensive employee benefits and perks
Opportunities for internal career mobility and advancement
Commitment to diversity, inclusion, and equal opportunity