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Added 12 mins ago
FR
Heavy Duty Cleaner
FirstService Residential Canada
Toronto, ON
- Full-time
High school diploma or equivalent preferred. Completion of College level courses with concentration in Business/Hospitality or Police/Security Foundations would be an asset.
Added 12 mins ago
AS
Service Administrator
Apex Systems
Vaughan, ON
- $24 USD / hour
- Contract
…service, performance, orders, and revenue targets that our business demands. The Service Administrator acts as an interface between the Field Service and Sales, cross-functional and…
Added 12 mins ago
SI
Associate Account Executive
Supra ITS
Mississauga, ON
- Full-time
There is an immediate need for a Associate Account Executive located in the Greater Toronto Area, Ontario (Mississauga head office; field-based across the GTA and Southern Ontario) at…
Added 12 mins ago
FR
Security Concierge
FirstService Residential Canada
Burlington, ON
- Full-time
High school diploma or equivalent preferred. Completion of College level courses with concentration in Business/Hospitality or Police/Security Foundations would be an asset.
Added 12 mins ago
C
Client Engagement Associate [Hourly]
CIBC
Windsor, ON
- Part-time
As a member of the Personal and Business Banking Team, you'll work in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their…
Added 27 mins ago
AW
Senior Developer - R&D Tools & Systems
Arctic Wolf
Waterloo, ON · Office - CAN - Ontario, Waterloo
- $75,000 to $246,000 CAD / year
- Full-time
…engineering, product, and partner teams to accelerate integration development, testing, and validation across diverse vendor…
Added 27 mins ago
TT
Merchandise Payable Admin, Invoice Entry - 12 Month Contract
The TJX Companies, Inc.
Mississauga, ON · CAN Home Office Mississauga ON
- $37,590 to $52,626 CAD / year
- Full-time
…and enjoy contributing to the smooth operation of a dynamic business, we'd love to hear from…
Added 27 mins ago
TT
Manager Of Real Estate - Regional Director
The TJX Companies, Inc.
Mississauga, ON · CAN Home Office Mississauga ON
- $118,709.6 to $168,709.6 CAD / year
- Full-time
We’re seeking a Manager Of Real Estate – Regional Director to lead the development and execution of TJX Canada’s regional real estate strategy for Central or Eastern Canada markets &…
Added 27 mins ago
PA
Pre-Owned Automotive Sales Representative
Pfaff Automotive Partners Inc.
Markham, ON
- Full-time
…a fast-paced automotive environment with access to ongoing development and advancement…
Added 27 mins ago
SD
Assistant Front Store Manager, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Pickering, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 27 mins ago
SD
Pharmacien(ne), rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Brossard, QC
- Full-time
Acting as consultants, supporting internal customers and the Associate-Owners, you will get experience unique to the retail industry while working for an award-winning national brand.…
Added 27 mins ago
SD
Pharmacien(ne), rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles
Shoppers Drug Mart
Brossard, QC
- Full-time
Acting as consultants, supporting internal customers and the Associate-Owners, you will get experience unique to the retail industry while working for an award-winning national brand.…
Added 27 mins ago
HI
Client Care Representative – Personal Lines Retention
HUB International
Kelowna, BC
- Full-time
As a Personal Insurance Associate for our Retention Team, you will help protect individuals most valuable assets. In this role, you will provide outstanding client service through your…
Added 27 mins ago
W
(CAN) Gérant du service à la clientèle
Walmart
Ste.-Foy, QC
- Full-time
Handles customer and associate concerns professionally, providing guidance and support as required to resolve issues and maintain a positive front-end experience.
Added 41 mins ago
T
Personal Banking Associate - Sainte-Marthe-sur-le-Lac (Full-time, 37.5h/week)
TD
Sainte-Marthe-sur-le-Lac, QC
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 41 mins ago
S
Associate Optometrist
Specsavers
ON · Simcoe, ON
- Contract
Clinic ownership when you’re ready – develop your business acumen and ability to lead teams. Apply to Pathway, a business development program designed to support you in taking the next…
Added 41 mins ago
AW
Senior Developer - R&D Tools & Systems
Arctic Wolf
Waterloo, ON
- $75,000 to $246,000 CAD / year
- Full-time
…engineering, product, and partner teams to accelerate integration development, testing, and validation across diverse vendor…
Added 41 mins ago
QG
IT Support Analyst - Fulltime Position (On-Site)
QSP Geographics Inc.
Vaughan, ON
- $55,000 to $70,000 CAD / year
- Full-time
Prioritize service requests based on severity and business impact.
Added 41 mins ago
WM
Manager II, District - Collection
Waste Management, Inc. (WM)
Brampton, ON
- Full-time
We invest in our people through training, development and opportunities to grow because we believe great careers are built, not found. In fact, many of our leaders began their careers in…
Added 41 mins ago
ST
Associate - Launch Program
SS&C Technologies
Mississauga, ON
- Full-time
Associate – Launch Program, Investor Services
Added 56 mins ago
MP
Senior Security Analyst
Municipal Property Assessment Corporation
Pickering, ON
- Full-time
…cloud computing – and know the benefit of using data to improve business…
Added 56 mins ago
R
Associate Director - Operational Excellence - Client Lifecycle Management (CLM)
RBC
Toronto, ON
- Full-time
The Operational Excellence Associate Director drives execution of audit remediation activities and operational excellence initiatives within the Client Lifecycle Management pillar. This…
Added 56 mins ago
SI
Buyer
Snackruptors Inc
Canada
- Other
The associate’s primary functions and responsibilities are as follows:
Added 56 mins ago
RB
Associate Director - Operational Excellence - Client Lifecycle Management (CLM)
Royal Bank of Canada
Toronto, ON
- Full-time
The Operational Excellence Associate Director drives execution of audit remediation activities and operational excellence initiatives within the Client Lifecycle Management pillar. This…
Added 56 mins ago
A
Clinical Research Associate II
AbbVie
Toronto, ON
- $81,000 to $131,000 CAD / year
- Full-time
…Guidelines, and AbbVie Standard Operating Procedures (SOPs) and business…

Morgan Stanley

Client Service Associate

Calgary, AB, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Experience: · 1-5 years of customer service experience with primary responsibility of answering and resolving customer inquiries
Posting language: English · French
Posted: Nov 4, 2026

Original job description

English section of this bilingual listing.

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 Management (CSM) 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 CSM 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 CSM 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 Associate Role:

The Client Service Associate is an operational role within the Client Success Management Processing Center, executing repeatable tasks associated with stock plan administration events, processes, and data changes for corporate clients across the Shareworks and Equity Edge Online platforms.

Client Success Associate Responsibilities:

· Performs daily client procedures including but not limited to processing daily trades, assessing import errors and related fixes, and administering trade and pre-trade clearances

· Performs monthly functions including, but not limited to monthly balancing

· Performs/assists Client Success Managers in the processing of Restricted Stock Releases or Stock purchases, as necessary

· Manages changes to Employee Stock Purchase Plan Enrollment, Online Grant Agreements, and Equity Plan reporting

· Processes timely and accurate data updates, data manipulation and data management by updating database per client instruction

· Identifies errors and potential issues, working collectively with other team members and internal stakeholders to find solutions; tracks open issues to resolution

· Effectively document and maintain client processes

· Monitors queues for new case assignments using tools such as Salesforce.com and Zendesk. Utilize Salesforce.com application to create and mark completion of cases, document solutions, and update client records.

· Develops and maintains long term client relationships, actively managing customer expectations to ensure maximum satisfaction with products and services

· Provides responses to customer inquiries in a manner that drives client satisfaction by consistently meeting SLAs

· Research and document solutions for issues raised by clients

· Troubleshoots and answers platform questions using probing and interview style questions

· Participates, as needed, in product testing and validation using product knowledge to identify and document bugs as well as suggest enhancements

· Any other activities as determined by organization

Qualifications -

· Associate degree or higher preferred in business, finance, accounting, or related field

· 1-5 years of customer service experience with primary responsibility of answering and resolving customer inquiries

· Self-motivated with the ability to effectively manage multiple tasks against tight deadlines

· A passion for providing proactive client-focused solutions

· Highly attentive to client needs and requests, while demonstrating effective prioritization, time management skills and solid judgment for escalating when appropriate

· Willing to go above and beyond, while maintaining a positive attitude

· Strong analytical, problem-solving skills, and proven attention to detail

· Disciplined in following processes, procedures and adhering to controls

· Able to work under pressure, retaining focus and positive attitude

· Ability to assist in the development and improvement of internal and external processes.

· Fluency in written and spoken English is a must

· Demonstrated competency with common technology and technical concepts, including but not limited to email, internet, Excel, and Word.

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.

Client Service Associate

Read the full bilingual original