About

• Global 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. The candidate will work cross-functionally towards a goal of successful end-to-end delivery of onboarding projects bringing a willingness to do what it takes to get onboarding projects done in a timely and accurate manner. This position is responsible for the successful onboarding of several concurrent projects. Projects include the onboarding of Stock Plan Administration and Employee Broker Services for corporate clients in a timely and high-quality fashion. This highly visible position involves interacting with a variety of individuals at all levels within the organization. Candidate must be driven and a self-starter, be organized and detail-oriented, and have excellent communication skills. This position requires the ability to understand complex software and business concepts and to quickly absorb the business details. The Onboarding Technical Specialist: Completes a variety of onboarding projects in a timely and high-quality fashion and in a manner that meets or exceeds client expectations. Maintains and utilizes the project workflow and checklists to manage project deliverables Prepares client data, including but not limited to: Coordinate with onshore stakeholders on project details and technical queries Builds strong relationships with software developers and other technical experts to facilitate requests for advanced platform configuration, and additional development of the platform when appropriate Works closely with cross-functional technical and process teams to resolve system and configuration issues Performs configuration reviews, inclusive of end-to-end testing, and updates configuration status when appropriate Analyzes existing processes and tools, with the goal of identifying gaps and opportunities for improvement Ensures quality control of all developed and modified solutions Ensures that internal and client-facing onboarding-related documentation is complete and current BS/BA Degree or diploma in the Data Management, Business, Finance, Sciences, or equivalent education, training, and experience Minimum of three years' experience managing software and/or onboarding projects requiring coordination with a variety of stakeholders Experienced working with data migration, or the management and manipulation of large amounts of data that at times may be ambiguous Basic understanding of equity and employee benefit plans, preferred CEP certification preferred A strong, broad technical background is required. Must have a solid understanding of system concepts and operational feasibility within existing systems. Exposure to, or experience with, agile methodologies and environments Excellent planning and organizing skills. Can accurately scope out length and difficulty of tasks, sets objectives and goals, adjusts for problems and measures performance. Strong analytical, problem-solving skills, and high attention-to-detail Able to learn new skills quickly; Self-motivated for continuous learning Sets a high standard of accountability and dependability Comfortable in a fast-paced and able to effectively manage themselves Proven success working in highly collaborative, team-centric environments Proven success at delivering an exceptional customer experience Proven track record in successfully handling multiple projects at one time. Ability to multi-task and reprioritize activities with little supervision. Strong communicator with excellent written and oral communication skills Advanced Excel skills, including formulas and functions for data manipulation is strongly desired 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. 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. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.