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Added 13 mins ago
SF
Acquisition Marketing Manager
SickKids Foundation
Toronto, ON
- Full-time
7+ years of progressive experience in acquisition marketing, with experience in face-to-face (F2F) fundraising or customer acquisition programs (e.g., door-to-door, mall/venue-based,…
Added 13 mins ago
MR
Par-Time Sales Associate
Match Retail
Burnaby, BC
- $25 CAD / hour
- Part-time
…If you're passionate about high-end products and thrive in customer-facing roles, this part-time opportunity offers the perfect blend of flexibility, competitive pay, and personal…
Added 28 mins ago
Bilingual Wish Discovery Coordinator (12-month contract)/Coordonnateur.trice, exploration des rêves (contrat 12 mois)
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Added 28 mins ago
T
Customer Experience Associate
TD
AB
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 28 mins ago
Bilingual Wish Discovery Coordinator (12-month contract)
Make-A-Wish Canada / Rêves d'enfants Canada
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Demonstrated experience dealing with highly sensitive customer service situations.
Added 28 mins ago
SD
Store Administrator, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Lethbridge, AB
- Part-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 28 mins ago
SD
Pharmacist, Hourly Full Time Day Greenlight Requisition
Shoppers Drug Mart
Mississauga, ON
- 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 28 mins ago
SD
Store Administrator, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Lethbridge, AB
- Part-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 28 mins ago
SD
Pharmacy Manager, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Kingston, ON
- 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 28 mins ago
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(CAN) Pharmacy Assistant
Walmart
Ottawa, ON
- Part-time
…team player. They are a key member in the delivery of superior customer…
Added 28 mins ago
SI
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- Full-time
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Added 28 mins ago
W
Front End Checkout Team Associate
Walmart
Kemptville, ON
- Part-time
To support and process transactions, providing exceptional customer service to ensure a positive shopping experience and drive customer loyalty.
Added 28 mins ago
W
(CAN) Front End Checkout Team Associate
Walmart
Brandon, MB
- Part-time
To support and process transactions, providing exceptional customer service to ensure a positive shopping experience and drive customer loyalty.
Added 28 mins ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Cloverdale, BC · Surrey, BC
- Part-time
Have a few months of experience in processing or distribution of goods or customer service.
Added 28 mins ago
ZS
DevOps Architect
Zodiac Solutions, Inc
Toronto, ON
- Full-time
Have 10 plus years of experience as DevOps expert in Cloud technologies primarily Microsoft Azure and AWS
Added 43 mins ago
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Client Service Associate, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
As a Client Service Associate with BMO Nesbitt Burns, you’ll be an integral part of an Investment Advisor team, helping deliver a high-quality wealth management experience to clients.
Added 43 mins ago
TH
Associé(e) aux ventes - Bois et matériaux (Temps partiel)
The Home Depot
Canada
- Part-time
…in this position know how to greet, engage, and thank every customer in their department and know how to provide basic service in adjacent departments. Sales Associates are focused on…
Added 43 mins ago
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Sales Associates Part-Time - 7160 North Bay
The Home Depot
North Bay, ON
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…in this position know how to greet, engage, and thank every customer in their department and know how to provide basic service in adjacent departments. Sales Associates are focused on…
Added 43 mins ago
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Lot Associate: Part Time - PORT COQUITLAM
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Port Coquitlam, BC
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Added 43 mins ago
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Added 43 mins ago
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Added 43 mins ago
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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