New Job Client Success Manager In Utah

Client Success Manager
Client Success Manager

Client Success Manager

Company : Morgan Stanley
Salary : Details not provided
Location : Utah

Full Description

Client Success Manager

Job Number:


POSTING DATE: Nov 24, 2021
PRIMARY LOCATION: Americas-United States of America-Utah-South Jordan
EDUCATION LEVEL: Bachelor's Degree
JOB: Wealth Management
JOB LEVEL: Associate


Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Department Profile

Corporate and Institutional Solutions (CIS) is a division within Morgan Stanley Wealth Management comprised of Corporate & Digital Solutions, Morgan Stanley @ Work, Virtual Client Solutions, Reinvestment, and Strategic Client Management. The overall goal and vision of CIS is to create a corporate experience and a consistent corporate employee (“participant”) experience and to engage them throughout their financial life journey that will ultimately lead to a furthering and deepening of their Morgan Stanley Wealth Management relationships. Our approach will be highly scalable, leveraging an omni-channel strategy with an emphasis on messaging, onboarding, cross-selling, activation and servicing. Our goal will be to drive growth across all client segments, including the Mass-Affluent, with new digital capabilities.

Primary Responsibilities

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 a Client Success Representative or Manager – Private Markets - Startup is responsible for providing world-class customer success, solutions and support to senior-level decision makers at our Private Market - Startup client companies. We’re looking for teammates with a strong entrepreneurial spirit, a great sense of humor and the willingness to do what it takes to help get the job done!

Key responsibilities will include but will not be limited to the following:

    Providing world-class customer success, solutions and support to clients, including senior-level decision makers by responding to their inquiries by phone, email, and through our chat functionality
    Demonstrating exceptional prioritization and time management skills and, through escalating when appropriate, developing, maintaining and enhancing long-term client relationships
    Proactively identifying potential issues and working with team members and other internal stakeholders to find solutions
    Tracking and managing open issues identified by customers or monitoring tools, escalating as appropriate to ensure resolution and customer satisfaction
    Ensuring client documentation is current, complete and consistent with all client and Shareworks processes
    Processing timely and accurate data updates, data manipulation and data management by updating the software per client instruction
    Identifying errors and potential issues and working collaboratively with team members and internal stakeholders to find timely and appropriate solutions
    Participating proactively in ongoing training to expand your own knowledge base, focusing on industry knowledge and Shareworks expertise in order to better support your clients
    Testing fixes to issues, and staying involved in any additional follow ups, testing and troubleshooting
    Working effectively in a highly collaborative cross-functional environment, including interacting with the Relationship Management team on customer issues and taking ownership of client satisfaction
    Building and deepening your understanding of financial reporting and administrative reporting related to equity compensation plan management
    Appropriate referral for billable services
    Population intranet systems with relevant support content


    Bachelor’s degree in Business, Commerce or a related field
    Minimum 2 years related experience and/or training
    Proven success with and a passion for providing exceptional customer success
    Intermediate to Advanced Microsoft Excel Skills
    Proven ability to translate complex concepts into layman’s terms and relay this information to a variety of audiences
    Certified Equity Professional (CEP) program completion is an asset, but definitely not required
    Demonstrated ability to read and interpret a variety of documentation, including general business and professional articles, governmental regulations, technical instructions in mathematical or diagram form and deal with abstract and concrete variables
    Proven strength with business-related communication including: probability, statistical inference, fractions, percentages, ratios, proportions, developing and delivering presentations, writing reports and creating procedure documentation
    Strong analytical, attention-to-detail, and problem-solving skills
    Comfortable working in a fast-paced and evolving environment which includes ongoing learning and training opportunities
    You are a cultural addition to our team and bring a diverse perspective