Client Service Management Administrator

Client Service Management Administrator

Job Number:

3232213

POSTING DATE: Mar 6, 2023 PRIMARY LOCATION: Europe, Middle East, Africa-United Kingdom-United Kingdom-Croydon EDUCATION LEVEL: Bachelor's Degree JOB: Wealth Management EMPLOYMENT TYPE: Full Time JOB LEVEL: Associate

DESCRIPTION

Has your paper napkin business plan turned into a billion-dollar reality? Ours has, and our employees have helped us get to where we are today; and as we continue to scale towards being the incomparable leader in our industry, we are looking for a Client Service Management Administrator to help write the next chapter with us.
What started as a sketch on a napkin is now our world-class software platform that combines cutting-edge technology with outstanding client service and premier wealth management capabilities. Morgan Stanley at Work - Shareworks is designed to simplify the complexities of equity plan management, while helping employees realize the full potential of their benefits.
We currently have a full time, permanent opportunity for a:
Client Service Management Administrator
Located in Barcelona, Spain the Client Service Management Administrator is responsible for day to day administration of corporate client accounts on Morgan Stanley at Work proprietary software, Shareworks. This includes data uploads, data validation and answering calls from corporate client contacts.
Responsibilities
The Client Service Management Administrator is responsible for providing administration and customer service to assigned corporate client accounts, including but not limited to:

• Corporate client interaction with contacts including but not limited to HR professionals, finance, payroll, and other stakeholders.
• Training of corporate clients as required.
• Build and maintain a working relationship with Relationship Managers and corporate clients.
• Act as a liaison between corporate clients and other internal departments including Operations, Reconciliation and Product.
• Manage, coordinate, and process corp. client equity plan events on Shareworks in line with agreed timelines and SLA’s
• Produce financial and administrative reports from Shareworks as required.
• Review and resolve issues identified daily by system monitoring tools.
• Track open issues and escalate where appropriate.
• Support other team members with day-to-day activities.
• Learn, maintain, and continuously expand knowledge of Shareworks.

QUALIFICATIONS

Qualifications

• Experience providing exceptional customer service, explaining complex concepts to non-expert audiences, trouble shooting and managing difficult inquiries
• Experience with, or knowledge of, equity compensation plans, e-commerce and similar, is a definite asset
• Proven ability in problem analysis, troubleshooting and resolution
• Able to communicate effectively, interact with a diverse range of personalities and roles both internally and externally
• Strong organizational and project management skills
• Demonstrated competency with common technology and technical concepts, including but not limited to email, internet, Excel, and Word
• Strong analytical, attention-to-detail, and problem-solving skills
• Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities