Manager, Client Success

Posted 7 Days Ago
Be an Early Applicant
Sandy, UT, USA
In-Office
Junior
Fintech • Financial Services
The Role
The Manager of Client Success oversees a team of Client Success Managers, ensuring effective client communication, team development, and performance management while enhancing client relationships and satisfaction.
Summary Generated by Built In

Manager, Client Success Role:

The Manager for Client Success is responsible for managing a team of Client Success Managers.  They are responsible for providing strong leadership to the team, as well as taking responsibility for management-related items such as development, performance management, recruitment, team building, and involvement in escalated issues as necessary.

Manager, Client Success Responsibilities:

  • Manages Client Success Managers with respect to client interaction, communication tactics and processes. Supports Client Success Managers in their roles through understanding and facilitating client needs, and gaining knowledge in Morgan Stanley at Work’s equity administration platforms
  • Facilitates the recruiting, training, and performance management and development of Client Success Managers
  • Evaluating internal and external client processes for greater efficiency and scalability, making recommendations and changes as needed
  • Establishes new processes to leverage existing technologies and practices for greater efficiency and scalability
  • Supports the Client Success Management team during client escalations as required
  • Assists with internal team communications and education, as needed
  • Ensures client relationships with respect to account administration for the client base are intact and proactively cultivated, ensuring client satisfaction levels with respect to the client base are maintained and increased appropriately

Manager, Client Success Qualifications:

  • Bachelor’s degree in business, commerce or related field is preferred or equivalent experience. High School diploma or equivalent required
  • Demonstrated success with managing a team of direct reports and actively cultivating employee development
  • Certified Equity Professional (CEP) preferred 
  • Relevant industry (technology/financial services/equity compensation) experience considered an asset
  • Experience managing and measuring client satisfaction levels and ongoing initiatives, including identifying opportunities for improvement in tools and processes
  • Exposure to or experience with Morgan Stanley at Work’s equity administration platforms and/or other stock plan administration systems would be an asset
  • Proven ability to effectively communicate, build relationships, manage, and lead a diverse range of personalities and roles both internally and externally
  • Ability to problem solve, design, and implement new procedures, and train staff
  • Demonstrated ability to manage, multi-task, prioritize and maintain multiple projects, tasks, clients, and activities with changing priorities
  • Demonstrated excellence in customer service, including proven ability to become a “trusted advisor” with senior members of client organizations
  • Excellent written and oral communication and presentation skills, particularly in conversation with executive-level decision makers
  • Proven, superior problem-solving skills and abilities, including the ability to make sound decisions and find viable solutions under tight timelines and in ambiguous circumstances
  • Project management experience would be an asset; formal Project Management education is not a requirement
  • Demonstrated success with explaining complex issues or topics to non-expert team members & customers
  • Fluency in spoken and written English is a must; fluency in other languages considered an asset

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

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).

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.

Skills Required

  • Bachelor's degree in business, commerce or related field is preferred or equivalent experience
  • Demonstrated success with managing a team of direct reports
  • Certified Equity Professional (CEP) preferred
  • Relevant industry experience considered an asset
  • Experience managing and measuring client satisfaction levels
  • Exposure to equity administration platforms
  • Proven ability to communicate and build relationships
  • Ability to problem solve and design new procedures
  • Demonstrated excellence in customer service
  • Project management experience would be an asset

Morgan Stanley Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Morgan Stanley and has not been reviewed or approved by Morgan Stanley.

  • Parental & Family Support Family support is extensive, with paid parental leave for all parents, adoption and fertility assistance, backup childcare, and eldercare resources. Feedback suggests these programs meaningfully enhance the overall package and help with retention.
  • Healthcare Strength Health coverage spans medical, dental, vision, mental‑health access, care navigation, and expert second opinions. Convenient primary care access and condition‑specific support reinforce the depth of healthcare coverage.
  • Equity Value & Accessibility Equity compensation and stock ownership are positioned as core motivators that encourage commitment and retention. Feedback suggests education and support are provided to help participants manage equity and related financial benefits.

Morgan Stanley Insights

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The Company
HQ: New York, NY
87,899 Employees

What We Do

Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its 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 its more than 60,000 employees in 1,200 offices across 41 countries.

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