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Last updated: 17 days ago
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Client Service Associate

Client Service Associate

Morgan StanleySandy, UT, US
Full-time
We know a lot about investing and are certain there's no better investment a company can make than in its employees.People don't just drive a company. they are the company.So, when people work at t...Show moreLast updated: 17 days ago
Shipyard Laborer

Shipyard Laborer

Integrity Staffing ServicesPortsmouth, VA
Full-time
Quick Apply
We have an exciting opportunity for a Shipyard Laborer in Portsmouth Virginia! Job Duties entail but are not limited to : Position performs routine physical labor. moving materials, tools, and / or eq...Show moreLast updated: 30+ days ago
Gardener

Gardener

Monarch Landscape CompaniesVacaville, CA
Full-time
Quick Apply
Monarch Landscape Companies is a family of successful landscape brands in five states across the central and western United States. We are a values-based learning organization committed to being the...Show moreLast updated: 30+ days ago
Front Desk Representative - $17 to $20 / hour

Front Desk Representative - $17 to $20 / hour

Action Jackson PromosIndianapolis, Indiana
Quick Apply
Job Title : Front Desk Representative.We are seeking a skilled Front Desk Representative with good experience to join our team,. Heavy data entry for all Orders,.Create item numbers with all necessar...Show moreLast updated: 30+ days ago
Entry Level Translator

Entry Level Translator

Massanutten Military AcademyNashville, Tennessee
Quick Apply
Massanutten Military Academy is seeking Entry Level Translator to join our team.The ideal candidate should have a strong command of at least two languages, excellent written and verbal communicatio...Show moreLast updated: 30+ days ago
B2B Sales Representative

B2B Sales Representative

The Market SocialLa Grange, Illinois
Quick Apply
Job Type : Full-time, Base + Commission (OTE : $50,000 - $70,000).MSG is a premier provider of innovative technology solutions designed to enhance business efficiency and performance.We partner with ...Show moreLast updated: 30+ days ago
Direct Service Provider / Caregiver

Direct Service Provider / Caregiver

Manos Home CareAlbany, California
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Want to make a difference in an individual's life? Manos is recruiting care providers who are interested in working with and caring for children and adults with developmental disabilities.Some of o...Show moreLast updated: 30+ days ago
Hiring ASAP - Part Time Cook

Hiring ASAP - Part Time Cook

Merchants HospitalityCapitol Heights, Maryland
Quick Apply
We are seeking a talented and experienced Wok Cook to join our team at Philippe Chow in Washington DC.As a Wok Cook, you will be responsible for preparing high-quality Beijing Style cuisine using t...Show moreLast updated: 30+ days ago
Customer Service Representative

Customer Service Representative

ExidetekSuffolk, Virginia
The Customer Service Representative provides assistance to passengers and crew throughout the different stages of travel through our Jet Aviation FBOs. This position serves as the main point of cont...Show moreLast updated: 30+ days ago
Crane Operator

Crane Operator

CLSChalmette, LA
Full-time
Quick Apply
CLS is accepting applications for Hydraulic Pedestal & Knuckleboom Crane Operator The certificates and training needed are as stated and should all be valid : . Fire Fighting(can be Incipient, Basic, ...Show moreLast updated: 30+ days ago
Customer Service Representative

Customer Service Representative

Advanced Call Center TechnologiesBristol, Tennessee
Quick Apply
Advanced Call Center Technologies (ACT) is looking for energetic, motivated individuals to join our rapidly growing team of Customer Experience Representatives. In this role, you will be the voice o...Show moreLast updated: 30+ days ago
Hospital Front Desk Customer Service - Overnight

Hospital Front Desk Customer Service - Overnight

PeopleScout- R1RCMChester, Illinois
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Customer Service Representative.It’s fast-paced on occasion and you’ll be the person they rely on to answer questions during registration. You’ll build trust in these interactions ...Show moreLast updated: 30+ days ago
Production Cutter

Production Cutter

The Chefs'​ WarehouseUnion City, CA, US
Full-time
Quick Apply
As a key member of our rapidly growing organization, the Production Cutter contributes to our success by preparing specialty cuts of meat in a timely and efficient manner to meet our customer’s exp...Show moreLast updated: 30+ days ago
Bilingual Admin Assistant – English / Spanish

Bilingual Admin Assistant – English / Spanish

GrahamCapitol Heights, Maryland
Quick Apply
Administrative Assistant (Spanish / English).Hours : .Contract Position, 5 days per week, from 8 : 30am-5 : 30pm with on...Show moreLast updated: 30+ days ago
Remote Sales Chat Representative

Remote Sales Chat Representative

Used ConexBridgeport, CT
Quick Apply
We are a leading retail company supplying and delivering secondhand shipping containers all across the United States.We work with shipping lines and shipping container manufacturers who bring thous...Show moreLast updated: 30+ days ago
Remote Data Entry Specialist

Remote Data Entry Specialist

Hall AssociatesGlendale, Arizona
Quick Apply
We are looking to hire a dynamic data entry specialist to join our company's administrative department.In this role, you'll be responsible for entering client information into our electronic storag...Show moreLast updated: 30+ days ago
Client Service Associate

Client Service Associate

Morgan StanleySandy, UT, US
17 days ago
Job type
  • Full-time
Job description

We know a lot about investing and are certain there's no better investment a company can make than in its employees. People don't just drive a company; they are the company. So, when people work at their best, companies do too. Morgan Stanley at Work , a division of Morgan Stanley Wealth Management, provides workplace financial solutions that build employee financial confidence, foster loyalty, and help our corporate clients attract and retain top talent. Our end-to-end offering spans Equity, Financial Wellness and Retirement Solutions. Plus, we provide all employees with Financial Empowerment, so they have the knowledge, tools and support needed to make the most of their workplace financial benefits.

At Morgan Stanley at Work, we walk the talk. We have created a place for our employees to learn, achieve and grow - a place for people to build a career where you can thrive both personally and professionally. We are passionate about exceeding our clients' expectations and helping them succeed. We are fearless in taking on new challenges that deliver exceptional results. We believe amazing things can happen when we work together in an environment where everybody has a true sense of belonging and their ideas are heard.

We value differences and are committed to providing a work environment where our people can do their best work. We look for people who are problem solvers, empathetic listeners, team players and inclusive leaders. We are committed to your growth and development, and your entire employee experience. We recognize that our people and culture are the keys to our success. We invite you to explore how you can be an integral part of our team.

U.S. Public Equity Solutions is responsible for the engagement, onboarding and day-to-day service management of corporate clients and their equity administration plan terms and associated service offerings.

The Client Success Management (CSM) organization provides ongoing corporate client stock plan servicing on both the Shareworks and Equity Edge Online platforms, 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.

Client Success Associate Role : The Client Success Associate is an operational role within the Client Success Management Processing Center, executing repeatable tasks associated with stock plan administration events, processes, and data changes for corporate clients across the Shareworks and Equity Edge Online platforms.

Client Success Associate Responsibilities :

  • Performs daily client procedures including but not limited to processing daily trades, assessing import errors and related fixes, and administering trade and pre-trade clearances
  • Performs monthly functions including, but not limited to monthly balancing
  • Performs / assists Client Success Managers in the processing of Restricted Stock Releases or Stock purchases, as necessary
  • Manages changes to Employee Stock Purchase Plan Enrollment, Online Grant Agreements, and Equity Plan reporting
  • Processes timely and accurate data updates, data manipulation and data management by updating database per client instruction
  • Identifies errors and potential issues, working collectively with other team members and internal stakeholders to find solutions; tracks open issues to resolution
  • Effectively document and maintain client processes
  • Monitors queues for new case assignments using tools such as Salesforce.com and Zendesk. Utilize Salesforce.com application to create and mark completion of cases, document solutions, and update client records.
  • Develops and maintains long term client relationships, actively managing customer expectations to ensure maximum satisfaction with products and services
  • Provides responses to customer inquiries in a manner that drives client satisfaction by consistently meeting SLAs
  • Research and document solutions for issues raised by clients
  • Troubleshoots and answers platform questions using probing and interview style questions
  • Participates, as needed, in product testing and validation using product knowledge to identify and document bugs as well as suggest enhancements
  • Any other activities as determined by organization

Qualifications :

  • Associate degree or higher preferred in business, finance, accounting, or related field
  • 1-5 years of customer service experience with primary responsibility of answering and resolving customer inquiries
  • Self-motivated with the ability to effectively manage multiple tasks against tight deadlines
  • A passion for providing proactive client-focused solutions
  • Highly attentive to client needs and requests, while demonstrating effective prioritization, time management skills and solid judgment for escalating when appropriate
  • Willing to go above and beyond, while maintaining a positive attitude
  • Strong analytical, problem-solving skills, and proven attention to detail
  • Disciplined in following processes, procedures and adhering to controls
  • Able to work under pressure, retaining focus and positive attitude
  • Ability to assist in the development and improvement of internal and external processes.
  • Fluency in written and spoken English is a must
  • Demonstrated competency with common technology and technical concepts, including but not limited to email, internet, Excel, and Word.
  • WHAT YOU CAN EXPECT FROM MORGAN STANLEY :

    We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action : morganstanley.com / diversity. 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.

    We're committed to bringing passion and customer focus to the business.

    Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

    It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership / union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

    Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / Disability / Vet).