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Added 8 mins ago
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Morgan Stanley

Client Success Enablement Specialist

Calgary, AB, Canada

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: Sep 24, 2026

Apply About employer

Applications open in a new tab.

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 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 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 Success Enablement Specialist

Read the full bilingual original

Introducing Morgan Stanley at Work:

What you’ll be part of – our Morgan Stanley at Work culture:

U.S. Public Equity Solutions:

Client Success Management:

Client Success Enablement Specialist:

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 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:

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

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 Success Enablement Specialist

CE QUE VOUS POUVEZ ATTENDRE DE MORGAN STANLEY:

Chez Morgan Stanley, nous levons, gérons et allouons des capitaux pour nos clients, afin de les aider à atteindre leurs objectifs. Nous le faisons d'une manière qui nous distingue des autres – et cela fait 90 ans que nous procédons ainsi. Nos valeurs – donner la priorité à nos clients, agir de manière intègre, innover grâce à des idées exceptionnelles, s’engager en faveur de la diversité et de l’inclusion, et s’investir dans la société – ne sont pas de simples convictions : elles guident les décisions que nous prenons chaque jour afin d’agir dans l’intérêt de nos clients, de nos communautés et de nos plus de 80 000 collaborateurs répartis dans 1 200 bureaux à travers 42 pays. Chez Morgan Stanley, vous aurez l'occasion de travailler aux côtés des meilleurs et des plus brillants, dans un environnement où vous bénéficierez d'un soutien et d'une grande autonomie. Nos équipes sont composées de collaborateurs infatigables et d'esprits créatifs, qui puisent leur inspiration dans la diversité de leurs parcours et de leurs expériences. Nous sommes fiers d'accompagner nos collaborateurs et leurs familles à chaque étape de leur parcours professionnel, en leur proposant des avantages sociaux et des avantages complémentaires parmi les plus attractifs et les plus complets du secteur. Il existe également de nombreuses possibilités d'évolution au sein de l'entreprise pour ceux qui font preuve de passion et de détermination dans leur travail.

Pour en savoir plus sur nos bureaux à travers le monde, veuillez copier-coller l'adresse https://www.morganstanley.com/about-us/global-offices dans votre navigateur.

Morgan Stanley est un employeur garantissant l'égalité des chances, qui s'engage à constituer et à maintenir un effectif diversifié en termes d'expérience et d'origine. Nos efforts en matière de recrutement témoignent de notre engagement fort en faveur d'une culture d'inclusion, dans laquelle les personnes sont recrutées, formées et promues en fonction de leurs compétences et de leurs talents.

Notre personnel est le reflet d'un large éventail des communautés mondiales au sein desquelles nous exerçons nos activités, apportant ainsi une grande diversité de parcours, de talents, de points de vue et d'expériences.

Pour plus d'informations, rendez-vous sur: https://www.morganstanley.com/people-opportunities/eeo.

Apply About employer

More about this job

Responsibilities

The Client Success Enablement Specialist manages stock plan administration events and provides technical guidance on the Shareworks platform. They collaborate with cross-functional teams to resolve operational challenges and ensure high-quality service delivery for corporate clients.

Requirements

Candidates should have an associate degree or higher in business, finance, or accounting, along with 1-5 years of customer service experience. Strong analytical skills, proficiency in Microsoft Office, and the ability to manage multiple tasks under pressure are required.

Skills

Equity compensation
Client success management
Technical support
Problem solving
Analytical skills
Communication
Time management
Jira
Salesforce
Shareworks
Equity Edge Online
Data management
Process optimization
Conflict management
Attention to detail
Customer service

Benefits

Comprehensive employee benefits
Work-life balance support
Professional development opportunities

Visa sponsorship

Not detected in the job text

Keywords

Equity Compensation
Shareworks
Equity Edge Online
Client Success
Stock Plan Administration
Jira
Salesforce
Operational Support
Technical Guidance
Process Improvement
Case Management
Financial Services
Data Analysis
Quality Control
Stakeholder Communication
Conflict Resolution
Microsoft Excel
Microsoft Word
Client Onboarding
Service Level Agreements
Business Acumen
Regulatory Compliance
Workflow Optimization
Product Testing
Issue Resolution

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