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Client Success Manager – Liquidity Transaction Support Job Number: 3209303




Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.


As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.


Corporate and Institutional Solutions (CIS) is a division within Morgan Stanley Wealth Management comprised of Corporate & Digital Solutions, Morgan Stanley at Work, Virtual Client Solutions, Reinvestment, and Strategic Client Management. The overall goal and vision of CIS is to create a corporate experience and a consistent corporate employee (“participant”) experience and to engage them throughout their financial life journey that will ultimately lead to a furthering and deepening of their Morgan Stanley Wealth Management relationships. Our approach will be highly scalable, leveraging an omni-channel strategy with an emphasis on messaging, onboarding, cross-selling, activation and servicing. Our goal will be to drive growth across all client segments, including the Mass-Affluent, with new digital capabilities.


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 Liquidity Transactions Specialist, Private Markets for our liquidity business to help write the next chapter with us.  


Located in South Jordan, Utah the Liquidity Transactions Specialist, Private Markets is responsible for providing world-class client service, deal management, product solutions, and operational support on transactions run by some of the world’s leading private companies. We’re looking for teammates with a strong entrepreneurial spirit, a great sense of humor and the willingness to do what it takes to help get the job done!


Primary Responsibilities:


•    Provide world-class customer service, solutions and support to senior-level decision makers at our client companies
•    Specific focus on our Private Market liquidity business:
•    Oversee deal execution process for running tender offers, secondaries, and other transactional events on our Shareworks system
•    Create and improve operational processes and documentation for managing complex transaction processes on the Shareworks system
•    Serve as a project manager overseeing client driven requirements to support liquidity transactions
•    Provide product feedback to the Shareworks product team on how to improve automation and limit the need for manual intervention
•    Own client service and delivery for transactions run on the Shareworks system
•    Proactively identify potential issues and work with team members and other internal stakeholders to find solutions






•    Bachelor’s degree in Business, Commerce or a related field
•    Minimum 2 years related experience and/or training
•    Proven success with and a passion for providing exceptional customer service
•    Proven ability to translate complex concepts into layman’s terms and relay this information to a variety of audiences
•    Certified Equity Professional (CEP) program completion is an asset, but definitely not required
•    Demonstrated ability to read and interpret a variety of documentation, including general business and professional articles, governmental regulations, technical instructions in mathematical or diagram form and deal with abstract and concrete variables
•    Proven strength with business-related communication including: probability, statistical inference, fractions, percentages, ratios, proportions, developing and delivering presentations, writing reports and creating procedure documentation
•    Strong analytical, attention-to-detail, and problem-solving skills
•    Comfortable working in a fast-paced and evolving environment which includes ongoing learning and training opportunities
•    Previous experience with Zendesk and DocuSign preferred, but not required
•    You are a cultural addition to our team, and bring a diverse perspective



Benefits Information:



While we thank all applicants for their interest in a career with Morgan Stanley at Work, please note that only those individuals selected for an interview will be contacted. 


Job Type : Full-Time
Education Level : Bachelors Degree
Experience Level : Mid to Senior Level
Job Function : Finance
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