Relationship Manager – AVP
| Company | Morgan Stanley |
|---|---|
| Location | Montreal, QC, Canada |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- Strong communication skills (oral and written) in both English and French
- Undergraduate degree or equivalent work experience in Business, Commerce, or similar area of expertise
- Minimum 5 years in a B2B Relationship Management, Account Management, Client Services, Sales or similar role
- A strong understanding of the executive compensation, stock plan, and ESPP industries
- Excellent interpersonal skills
- Organizational skills to track and maintain open issues for multiple projects
- Ability to work under periods of extreme pressure with very tight time constraints, i.e. periods of unexpected high volume activity on major client events or a designated project
- Ability to make a case for difficult decisions and present to management
- Ability to identify problems and articulate the concerns both verbally and in written form to clearly communicate the item to internal and external stakeholders needed for resolution
- Comfortable in running a meeting and speaking in large groups
- A strong working knowledge of MS office products
Responsibilities
- Conduct reviews with clients when needed, to share product trends and enhancements along with detailed plan level statistics to update the client on plan health.
- Regular contact with clients to maintain a high level of personal interaction.
- Monitor client satisfaction through internal benchmarks as well as regularly inquiring about their level of satisfaction with the administration.
- Promoting and sharing best practices from our products and the industry on how to improve service and execution.
- Align client requests and expectations with business needs and constraints while maintaining a positive relationship with client contacts.
- Coordinate new projects with clients and internal teams. Maintains and tracks an open items log and ensures client satisfaction and remediation for all items.
- Engage with the various Shareworks service support organizations to ensure awareness of plan rules and key events for adequate support.
- Keep open communications regarding plan events, open items, or key issues impacting the plan that may impact overall strategic plans for the company.
- Maintain education of the industry and product by attending industry webcasts and Morgan Stanley promoted education forums; and share relevant information from the education sessions with the client base as applicable.
- Work with all colleagues professionally and respectfully by sharing information and aiding in high volume times when necessary.
Preferred Qualifications
- Certified Equity Professional designation (CEP), Canadian Securities Course (CSC) and Shareworks experience a strong plus
- Some travel may be required