Onboarding - Technical Specialist, Client Segments, Associate, Wealth Management

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.

The Platforms Enablement team provides key private and public client support in Onboarding, UAT, Financial Reporting, Advanced Solutions on both Shareworks and Equity Edge Online, critical function support for equity administration, data and automation, reporting and subject matter expertise in the respective areas.

Project Specialist role :

The Project Specialist will play a pivotal role in the Platform Enablement Team. The role is responsible for managing end-to-end projects for corporate clients and internal partners, focusing on Onboarding, UAT, financial reporting capabilities (Financial Reporting), and operational support across equity administration platforms (Advanced Solutions).

Reporting to Platforms Enablement Manager, the Project Specialist ensures efficient and accurate execution of various projects including, but not limited to : client onboarding and product set up, process management, documentation, administration support, quality assurance, client queries, technical problem solving, reporting building, and client facing team support.

The ideal candidate is technically proficient and possesses strong communication skills. They excel in building relationships with clients, colleagues, and stakeholders, driving successful project outcomes and contributing to process enhancement and product development. With a focus on adaptability and continuous improvement, the Project Specialist thrives in a fast-paced environment and takes ownership of their responsibilities to ensure client success and satisfaction.

Qualifications - External

Project Specialist Responsibilities :

Successful execution of assigned projects across various disciplines including Onboarding, UAT, Financial Reporting, and Advanced Solutions

Provide expertise in equity compensation practices, trends, and programs to clients, assisting in ad hoc and periodic reporting, and maintaining accurate recordkeeping of equity-related data.

Support client relationship management by delivering timely and accurate responses to requests for information.

Collaborate with internal and external stakeholders to implement automated and integrated solutions for equity compensation plans, optimizing processes and enhancing efficiency.

Support data conversion projects to migrate from competitors' platforms, ensuring project deliverables are met and strong client relationships are maintained.

Partner with cross-functional teams to develop strategic solutions for clients, leveraging expertise in equity compensation, automation, and data solutions.

Act as a liaison between internal business partners and clients, ensuring effective communication and successful project outcomes.

Project Specialist Qualifications :

Bachelor's degree in business administration, finance, or a related field.

Minimum 3-6 years of experience in equity compensation administration or a related field.

Proficiency in software and web applications, including MS Office suite (Word, Excel, PowerPoint), with a willingness to learn new tools as necessary.

Experience in customer service or client-facing roles, demonstrating the ability to understand and address client needs effectively.

Strong organizational skills with the ability to multitask and manage multiple projects simultaneously.

Excellent verbal and written communication skills in English, with additional languages as an asset.

Familiarity with equity-related accounting, tax, and legal concepts, with a willingness to learn and adapt to international regulations.

Ability to work effectively in a team environment, collaborate with colleagues, and adapt to changing priorities.

Enthusiastic and adaptable individual comfortable with learning and working in a fast-paced environment.

Familiarity with stock plan administration systems such as Equity Edge Online, Shareworks or Global Intelligence is preferred but not required.

Certification such as CEP Level 1 is desirable but not required.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY :

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.