Client Success Analyst Jobs in Alberta (NOW HIRING)

Introducing Morgan Stanley at Work:

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.

What you'll be part of - our Morgan Stanley at Work culture:

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.

Within Morgan Stanley at Work Shareworks, Equity Edge Online (EEO), and Global Intelligence are key offerings within our Equity Solutions pillar. These offerings combine cutting-edge technology, outstanding client service, streamlined administration, and global plan management.

Advanced Solutions:

The Advanced Solutions organization provides key private and public client support in including ongoing Stock Plan Administration client service on both Shareworks and Equity Edge Online, critical function support for equity administration, data and automation, reporting, tax and legal compliance and subject matter expertise in the respective areas. In addition, the Global Intelligence team provides clients with global legal and tax information related to equity compensation and assists companies to manage their tax withholding obligations.

Automation Solutions Project Maanagement Role:

This role is part ofthe Automation Solutions Practice within the Onboarding group of the Morgan Stanley at Work organization. The project management role executes projects to establish complex automated API or SFTP data feeds usingbetween various vendor systems (payroll, HR, and global tax mobility) for client employee stock plans and requires a combination of strategic and analytical problem solving, coupled with execution capability. Success in this role requires a blend of technical integration subject matter expertise, structured project management, and client/vendor leadership. The ideal candidate is a self-starter who can translate business requirements into integration designs, manage cross-functional delivery, and drive issues to resolution in a fast-paced, client-facing environment.

What you'll do in the role:

Own delivery of all aspects of integration efforts including:

• Serve as the Shareworks or Equity Edge Online integration SME for automated inbound/outbound feeds supporting employee stock plan administration.

• Apply working knowledge of equity compensation concepts (transactions, taxation, reporting, payroll withholding, mobility considerations) to ensure integrations support operational needs.

• Providing project management support and leadership, managing project milestones, ongoing status updates, and communications to key stakeholders

• Creating and maintaining a detailed project plan and open items log for project monitoring purposes.

• Interacting closely with cross-functional teams to collect, clarify, and document system requirements

• Coordinating and support integration testing activities while identifying integration risks.

• Partnering with external client departments (e.g., Payroll, Human Resources, Executive Compensation, Finance, Relationship Management, IT, etc.) to implement automated and integrated solutions

• Managing third party engagements (e.g., Service Providers, Payroll Vendors, etc.) with new and existing client base

• Provides equity compensation information and knowledge of practices, trends, and programs to clients

• Liaises with internal Morgan Stanley at Work business partners (Product, Client Success Management, Implementation) to help create strategic solutions for clients

What you bring to the role:

• Bachelor's Degree in Business, Finance, or related experience is preferred

• 5+ year of equity compensation administration, payroll management, or related experience

• Hands-on experience with API integrations (REST concepts, authentication patterns, request/response payloads) and/or SFTP-based interfaces (encryption/PGP, file naming conventions, scheduling).

• Experience in customer service and/or a client-facing role with an aptitude for understanding and responding to client needs with relevant solutions based on knowledge of businesses, products, and services

• Strong organizational skills with the ability to multi-task across multiple assignments

• Highly effective verbal and written communication skills in a variety of client settings

• Ability to proactively identify potential risks and issues and develop courses of action to resolve

• Enthusiastic and creative individual who is comfortable with rapidly engaging in new client environments

• Self-directed and results oriented by setting clear and realistic goals to address client needs

• Strong teamwork skills with the ability to problem solve, learn quickly, share knowledge, and adapt to changing priorities

• Working knowledge of equity-related accounting, tax, and legal concepts, both domestic and international in scope

• Knowledgeable on Morgan Stanley at Work Stock Plan Platforms and/or other stock plan administration systems

• Ability and willingness to travel up to 10%

• CEP Level 1 preferred

While we thank all applicants for their interest, please note that only those individuals selected for an interview will be contacted.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.