Jobs at Morgan Stanley

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 - 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 whochoose 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
• Highlyattentive 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

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

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Morgan Stanley's Investment Banking Division ("IBD") provides industry, regional, and product expertise to corporations, institutions, and government clients to develop and execute innovative, customized solutions to the most challenging strategic and financing issues in the global marketplace. IBD is comprised of a number of industry and country coverage groups that work closely with product teams in Mergers & Acquisitions, Global Capital Markets, and other groups throughout the Firm to provide relevant market insight, product creativity, and execution expertise to clients. These solutions include mergers, acquisitions, and restructurings; initial public offerings; public and private equity and equity-linked financings; defense advisory assignments; strategic partnerships; public and private debt placements; share repurchases; and hedging, swaps, and derivative transactions.

Morgan Stanley's Canada investment banking team ("Morgan Stanley Canada") covers clients with a Canadian nexus across diverse industries and products, providing industry coverage and execution for a wide range of clients. Morgan Stanley has a longstanding franchise in Canada, with approximately 50 years of uninterrupted presence, and is consistently involved in sector-leading transactions.

We are seeking an Investment Banking Associate with strong investment banking experience to join Morgan Stanley Canada. This role would be based in our Toronto office and will offer diversified coverage across a variety of industries. The successful candidate will have the opportunity to work with global and Canadian corporate clients on a wide range of complex transactions including mergers and acquisitions and equity / debt financing transactions. This role would require strong collaboration with professionals throughout the global firm to deliver high quality advice and execution to our clients.

Qualifications

• 1 - 2 years of experience within the investment banking industry as an Associate, or 3 - 4 years of experience as an Analyst and Associate
• Experience working on M&A and equity / debt financing transactions
• Strong modeling and communication skills; commercial instinct and ability to perform under pressure and tight deadlines
• An extraordinarily high level of motivation and commitment to working hard
• Strong written and verbal communication skills
• Interest in developing a career in Investment Banking
• Bachelor's degree required; an MBA, CA and/or CFA designation would be an asset

Ce à quoi vous pouvez vous attendre de Morgan Stanley

Chez Morgan Stanley, nous levons, gérons et allouons du capital pour nos clients, ce qui les aide à atteindre leurs objectifs. Nous le faisons de manière distinctive, et ce, depuis 90 ans. Nos valeurs - mettre les clients au premier plan, faire ce qui est juste, diriger en s'inspirant d'idées exceptionnelles, promouvoir la diversité et l'inclusion, et redonner à la communauté - ne sont pas seulement que des valeurs, elles guident nos décisions au quotidien pour faire ce qu'il y a de mieux pour nos clients, notre communauté et nos 80 000 plus employés 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 êtes soutenu-e et valorisé-e. Nos équipes sont des collaborateurs acharnés et des penseurs créatifs, enrichis par la diversité de leurs parcours et expériences. Nous sommes fiers d'appuyer nos employés et leurs familles à chaque étape de leur parcours professionnel et personnel, en offrant certains des avantages sociaux et privilèges les plus complets et attrayants de l'industrie. De plus, les possibilités d'évolution au sein de l'entreprise sont nombreuses pour ceux et celles qui démontrent passion et détermination dans leur travail. Pour en savoir plus sur nos bureaux à travers le monde, veuillez copier et coller le lien suivant dans votre navigateur: https://www.morganstanley.com/about-us/global-offices

Morgan Stanley est un employeur offrant l'égalité des chances et s'engage à bâtir et à maintenir une main-d'œuvre diversifiée tant par l'expérience que par les parcours. Nos efforts de recrutement reflètent notre ferme engagement envers une culture d'inclusion, dans laquelle les personnes sont embauchées, développées et promues en fonction de leurs compétences et de leurs talents.

Notre effectif reflète une large diversité des communautés mondiales au sein desquelles nous exerçons nos activités, en réunissant des personnes aux origines, talents, points de vue et expériences variés.

Pour plus d’information, veuillez consulter: https://www.morganstanley.com/people/canada-french-eeo

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