Client Success Enablement Specialist

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.
U.
S. Public Equity Solutions: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.
Client Success Management:The Client Success Enablement Specialist (CSE) 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 CSE 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 CSE 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 Enablement Specialist:The Client Success Enablement Specialist is an operational role within the Client Success Management Processing Center, executing tasks associated with stock plan administration events, processes, and data changes for corporate clients across the Shareworks platform.

Responsibilities:
Serve as a subject matter expert on the Shareworks platform, providing technical guidance and support to internal and external stakeholders.
Collaborate with cross-functional teams to diagnose, prioritize, and resolve technical, configuration, and operational challenges.
Drive issue resolution and conflict management, ensuring appropriate escalation and stakeholder communication.
Build deep expertise in equity compensation plans, industry practices, and supporting technologies.
Stay current on product enhancements, emerging capabilities, and integration opportunities to support business objectives.
Evaluate and optimize processes, workflows, and tools to improve efficiency, scalability, and service quality.
Maintain rigorous quality control standards through solution testing, validation, and audit-compliant documentation.
Contribute to the development and implementation of innovative solutions that improve operational performance and client outcomes.
Monitors queues for new case assignments using tools such as Jira and Salesforce.
Participates, as needed, in product testing and validation using product knowledge to identify and document bugs as well as suggest enhancementsAny other activities as determined by organizationQualifications -Associate degree or higher preferred in business, finance, accounting, or related field1-5 years of customer service experience with primary responsibility of answering and resolving customer inquiriesSelf-motivated with the ability to effectively manage multiple tasks against tight deadlinesA passion for providing