Shareworks By Morgan Stanley - Client Services Representative - Core Markets, Public
- Full-Time
- Tempe, AZ
- Morgan Stanley
- Posted 3 years ago – Accepting applications
Job Description
Shareworks by Morgan Stanley - Client Services Representative - Core Markets, Public
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.
Back in 2019 Solium was acquired by Morgan Stanley and we have rebranded as Shareworks by Morgan Stanley. This acquisition has allowed for greater opportunities for growth. We will continue to focus on delivering exceptional service and products to existing and future clients and as a result, we are seeking to fill multiple positions to develop and support our continued growth.
We are currently seeking to fill full-time, permanent opportunities for:
Client Services Representatives – Core Markets, PublicLocated in Tempe, AZ or Shelton, CT and reporting to the Manager, Client Services. The Client Services Representative is responsible for administering equity compensation plans on our platform. In addition to this, building and nurturing strong relationships with HR professionals, senior financial staff, and high-level payroll/benefits contacts on Shareworks enterprise accounts. You will apply your extensive knowledge of Company products, in addition to strong customer service and communication skills.
Responsibilities:
Delivering optimum service to our customers, including corporate client account administration and providing responses to customer inquiries by phone, email or ticketing system as required
Being attentive to client needs and requests, while demonstrating effective prioritization, time management skills and escalating when appropriate
Managing the administration of share purchase plans, stock options and awards for specific client groups
Developing and maintaining long term client relationships
Effectively documenting and maintaining client processes
Processing timely and accurate data updates, data manipulation and data management by updating the software per client instruction
Proactively participating in ongoing training to expand your own knowledge base
Tracking open issues and escalating internally as appropriate
Identifying errors and potential issues and working collectively with other team members and internal stakeholders to find solutions
Understanding financial reporting and administrative reports
Actively managing customer expectations to ensure maximum satisfaction with products and services
Interacting with Relationship Management Team on customer issues and being responsible for client satisfaction
Minimum 3-year customer service, financial and/or operational experience
Self-motivated with the ability to effectively manage multiple tasks against tight deadlines
A passion for providing proactive client-focused solutions
Demonstrated ability to prioritize and multi-task, including escalating when appropriate
Willing to go above and beyond, while maintaining a positive attitude
Fluency in written and spoken English is a must
Strong analytical, problem solving skills, and proven 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
Demonstrated competency with common technology and technical concepts, including but not limited to email, internet, Excel and Word
Successful completion of Certified Equity Professional (CEP) program would be an asset, but not required
While we thank all applicants for their interest, please note that only those individuals selected for an interview will be contacted.
Apply to this Job
Job Number:
3164071
POSTING DATE: Jan 18, 2021 PRIMARY LOCATION: Americas-United States of America-Arizona-Tempe EDUCATION LEVEL: Refer to Position Description JOB: Wealth Management EMPLOYMENT TYPE: Full Time JOB LEVEL: ProfessionalDESCRIPTION
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 Representatives 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.
Back in 2019 Solium was acquired by Morgan Stanley and we have rebranded as Shareworks by Morgan Stanley. This acquisition has allowed for greater opportunities for growth. We will continue to focus on delivering exceptional service and products to existing and future clients and as a result, we are seeking to fill multiple positions to develop and support our continued growth.
We are currently seeking to fill full-time, permanent opportunities for:
Client Services Representatives – Core Markets, PublicLocated in Tempe, AZ or Shelton, CT and reporting to the Manager, Client Services. The Client Services Representative is responsible for administering equity compensation plans on our platform. In addition to this, building and nurturing strong relationships with HR professionals, senior financial staff, and high-level payroll/benefits contacts on Shareworks enterprise accounts. You will apply your extensive knowledge of Company products, in addition to strong customer service and communication skills.
Responsibilities:
Delivering optimum service to our customers, including corporate client account administration and providing responses to customer inquiries by phone, email or ticketing system as required
Being attentive to client needs and requests, while demonstrating effective prioritization, time management skills and escalating when appropriate
Managing the administration of share purchase plans, stock options and awards for specific client groups
Developing and maintaining long term client relationships
Effectively documenting and maintaining client processes
Processing timely and accurate data updates, data manipulation and data management by updating the software per client instruction
Proactively participating in ongoing training to expand your own knowledge base
Tracking open issues and escalating internally as appropriate
Identifying errors and potential issues and working collectively with other team members and internal stakeholders to find solutions
Understanding financial reporting and administrative reports
Actively managing customer expectations to ensure maximum satisfaction with products and services
Interacting with Relationship Management Team on customer issues and being responsible for client satisfaction
QUALIFICATIONS
Post-secondary diploma or degree is requiredMinimum 3-year customer service, financial and/or operational experience
Self-motivated with the ability to effectively manage multiple tasks against tight deadlines
A passion for providing proactive client-focused solutions
Demonstrated ability to prioritize and multi-task, including escalating when appropriate
Willing to go above and beyond, while maintaining a positive attitude
Fluency in written and spoken English is a must
Strong analytical, problem solving skills, and proven 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
Demonstrated competency with common technology and technical concepts, including but not limited to email, internet, Excel and Word
Successful completion of Certified Equity Professional (CEP) program would be an asset, but not required
While we thank all applicants for their interest, please note that only those individuals selected for an interview will be contacted.