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Client Success Manager - Private Markets

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Morgan Stanley

2mo ago

  • Job
    Full-time
    Mid & Senior Level
  • Customer Relations
    Banking & Finance
  • Calgary

AI generated summary

  • You need a Bachelor’s in Business or related field, strong Excel skills, ability to simplify complex ideas, strong analytical skills, and thrive in a fast-paced, diverse environment.
  • You will manage client inquiries, prioritize issues, maintain relationships, ensure documentation accuracy, process data updates, and work collaboratively to enhance client satisfaction.

Requirements

  • Bachelor’s degree in Business, Commerce or a related field
  • 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
  • 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
  • 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

Responsibilities

  • 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

FAQs

What is the primary responsibility of a Client Success Manager in Private Markets at Morgan Stanley?

The primary responsibility of a Client Success Manager is to provide world-class customer success, solutions, and support to senior-level decision makers at Private Market client companies, ensuring client satisfaction and maintaining long-term relationships.

What qualifications are required for this position?

Candidates should have a Bachelor’s degree in Business, Commerce, or a related field, intermediate to advanced Microsoft Excel skills, strong analytical skills, and the ability to communicate complex concepts clearly.

Is this position suitable for someone with little experience in financial services?

While experience in financial services can be beneficial, the role encourages candidates who are willing to learn and are comfortable in a fast-paced environment, making it suitable for individuals with varying levels of experience.

What skills are emphasized for potential candidates?

Candidates should possess exceptional prioritization and time management skills, attention to detail, strong problem-solving abilities, and a proactive approach to identifying and resolving issues.

Will there be training opportunities provided to employees?

Yes, there will be ongoing training opportunities aimed at expanding knowledge in industry practices and Shareworks expertise to better support clients.

What is the work environment like in this role?

The work environment is highly collaborative and cross-functional, requiring effective interaction with various teams, including the Relationship Management team.

Does Morgan Stanley promote a diverse workforce?

Yes, Morgan Stanley is committed to building and maintaining a diverse workforce and ensures equal employment opportunities without discrimination.

What is the location of this position?

The primary location for this position is in Calgary, Alberta, Canada.

What is the employment type for this role?

The employment type for this role is full-time.

Is there a specific sector focus for this role within Morgan Stanley?

Yes, this role focuses primarily on Private Markets within the Corporate and Institutional Solutions division of Morgan Stanley Wealth Management.

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Morgan Stanley

Finance
Industry
10,001+
Employees
1935
Founded Year

Mission & Purpose

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 — put clients first, do the right thing, lead with exceptional ideas, commit to diversity and inclusion, and give back — that guide its more than 70,000+ employees across 41 countries.