Entry Level Client Success Specialist Jobs
New grad client success specialist jobs welcome recent graduates and entry level candidates with zero to two years of experience, where a strong internship background or demonstrated communication skills can matter more than a long resume. Most openings include on-site, remote, and hybrid roles across Technology & Software, Healthcare & Medical Services, and Consulting & Professional Services, with employers like Guidepoint, Open Dealer Exchange, and Zocdoc hiring at this level now.
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Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 43 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions, and individuals.
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 prosper.
Corporate and Institutional Solutions (CIS) is a division within Morgan Stanley Wealth Management comprised of Corporate & Digital Solutions, Morgan Stanley @ 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.
For 85 years, Morgan Stanley has been a global leader in financial services, with the scale and stability to bring its clients valuable opportunities. Within its Wealth Management division, Morgan Stanley at Work (MSAW) delivers workplace financial solutions for organizations and their employees.
The Client Success Management (CSM) organization provides ongoing corporate client stock plan servicing on both the Shareworks and Equity Edge Online platforms, for corporate clients who either choose 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 CSM 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 CSM 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.
The Client Success Manager role supports an assigned base of Corporate Clients, applying equity compensation expertise in the delivery of high-quality stock plan administration services and serving as a trusted Client advocate and partner. The Client Success Manager partners with various internal teams, including Operations, Relationship Management, and Product Development to deliver industry leading solutions and services to equity compensation support Clients.
The Client Success Manager:
- Ensures all participant stock plan transactions are correctly processed and settled in a timely manner (ESPP Purchases, ESPP sales, Option Exercises, SWAPS, Reloads, Option Grants etc.)
- Ensures the record keeping and settlement of trades are processed.
- Manages all Events, with exception of Corporate Actions
- Maintains and creates event timelines and operating procedures with a focus on process improvements
- Supports Valuation Reporting, Section 16 Insider Reporting & Client-specific custom processes (e.g. custom reports, scripts, etc.)
- Prepares accurate daily/monthly/year end reporting and reconciliation
- Supports Monthly balancing of Client plans
- Processes timely and accurate data updates, data manipulation and data management by updating the software per client instruction
- Supports Client engagement activities including preparation and participation in Client status updates
- Ensures accurate and timely responses to all equity related inquiries and corrections internally and externally
- Trouble shoots req breaks, ensuring deliveries, and if outages occur, ensures they are addressed
- Tracks Client Action plans and Open Items, and manages them to resolution
- Supports maintenance of Corporate Profiles
- Develops Knowledge of data flows between interfacing systems in support of issue resolution and inquiry response
- Participate in sales presentations, as needed
- Participates, as needed, in product testing and validation using product knowledge to identify and document bugs as well as suggests enhancements
- 1-5 years of equity compensation administration and prior B2B experience
- Experience with global equity plans, complex plans such as restricted stock units/awards, swaps/reloads, performance vesting/awards, etc.
- Required to pass department CEE exam (within 3 months of hiring)
- Required to receive CEP Designation (designation must be obtained within Client Success Management policy)
- Able to nimbly manage multiple clients, with high level of customer focus
- A passion for providing proactive client-focused solutions
- Collaborative and highly effective in partnering with internal teams for seamless support of clients
- Highly attentive to client needs and requests, able to identify and address proactively
- Able to build long term client relationship; be perceived as trusted advisor
- Strong project management and organization skills
- Willing to go above and beyond, while maintaining a positive attitude
- Strong analytical, problem solving skills, and proven attention to detail
- Able to work under pressure, retaining focus and positive attitude
- Ability to assist in the development and improvement of internal and external processes
- Very strong communication skills, verbal and written
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.
Expected base pay rates for the role will be between $85,000 and $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
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 .
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 43 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions, and individuals.
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 prosper.
Corporate and Institutional Solutions (CIS) is a division within Morgan Stanley Wealth Management comprised of Corporate & Digital Solutions, Morgan Stanley @ 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.
For 85 years, Morgan Stanley has been a global leader in financial services, with the scale and stability to bring its clients valuable opportunities. Within its Wealth Management division, Morgan Stanley at Work (MSAW) delivers workplace financial solutions for organizations and their employees.
The Client Success Management (CSM) organization provides ongoing corporate client stock plan servicing on both the Shareworks and Equity Edge Online platforms, for corporate clients who either choose 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 CSM 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 CSM 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.
The Client Success Manager role supports an assigned base of Corporate Clients, applying equity compensation expertise in the delivery of high-quality stock plan administration services and serving as a trusted Client advocate and partner. The Client Success Manager partners with various internal teams, including Operations, Relationship Management, and Product Development to deliver industry leading solutions and services to equity compensation support Clients.
The Client Success Manager:
- Ensures all participant stock plan transactions are correctly processed and settled in a timely manner (ESPP Purchases, ESPP sales, Option Exercises, SWAPS, Reloads, Option Grants etc.)
- Ensures the record keeping and settlement of trades are processed.
- Manages all Events, with exception of Corporate Actions
- Maintains and creates event timelines and operating procedures with a focus on process improvements
- Supports Valuation Reporting, Section 16 Insider Reporting & Client-specific custom processes (e.g. custom reports, scripts, etc.)
- Prepares accurate daily/monthly/year end reporting and reconciliation
- Supports Monthly balancing of Client plans
- Processes timely and accurate data updates, data manipulation and data management by updating the software per client instruction
- Supports Client engagement activities including preparation and participation in Client status updates
- Ensures accurate and timely responses to all equity related inquiries and corrections internally and externally
- Trouble shoots req breaks, ensuring deliveries, and if outages occur, ensures they are addressed
- Tracks Client Action plans and Open Items, and manages them to resolution
- Supports maintenance of Corporate Profiles
- Develops Knowledge of data flows between interfacing systems in support of issue resolution and inquiry response
- Participate in sales presentations, as needed
- Participates, as needed, in product testing and validation using product knowledge to identify and document bugs as well as suggests enhancements
- 1-5 years of equity compensation administration and prior B2B experience
- Experience with global equity plans, complex plans such as restricted stock units/awards, swaps/reloads, performance vesting/awards, etc.
- Required to pass department CEE exam (within 3 months of hiring)
- Required to receive CEP Designation (designation must be obtained within Client Success Management policy)
- Able to nimbly manage multiple clients, with high level of customer focus
- A passion for providing proactive client-focused solutions
- Collaborative and highly effective in partnering with internal teams for seamless support of clients
- Highly attentive to client needs and requests, able to identify and address proactively
- Able to build long term client relationship; be perceived as trusted advisor
- Strong project management and organization skills
- Willing to go above and beyond, while maintaining a positive attitude
- Strong analytical, problem solving skills, and proven attention to detail
- Able to work under pressure, retaining focus and positive attitude
- Ability to assist in the development and improvement of internal and external processes
- Very strong communication skills, verbal and written
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.
Expected base pay rates for the role will be between $85,000 and $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
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 .
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Entry Level Client Success Specialist Jobs: Frequently Asked Questions
How do I get an entry level client success specialist job?
Focus on demonstrating communication, problem-solving, and customer empathy, since most entry level client success specialist roles prioritize those over years of experience. Highlight internships, volunteer work, or any role where you supported customers or resolved issues. A polished resume that shows measurable outcomes, such as satisfaction scores or retention results, and familiarity with CRM tools gives you a real edge at this stage.
Which companies hire entry level client success specialists?
Companies hiring entry level client success specialists right now include Guidepoint, Open Dealer Exchange, and Zocdoc, based on current listings on Migrate Mate as of July 2026. SaaS companies, fintech startups, healthcare platforms, and business services firms are among the most consistent employers at this level, often building out dedicated junior teams to support growing customer bases.
Are there remote entry level client success specialist jobs?
Yes, though availability varies by employer and industry. About 61% of entry level client success specialist openings are remote or hybrid as of July 2026, making this one of the more flexible roles for candidates who prefer not to relocate for a first position. Many of those remote roles still include structured onboarding and team collaboration tools to support new hires.
Are these new grad client success specialist jobs?
Yes, many of these listings are new grad and junior roles that explicitly welcome recent graduates and candidates with little or no professional experience. A new grad friendly posting typically accepts zero to two years of experience, counts internships or part-time customer-facing work, and sometimes considers a strong portfolio in place of a full work history. Look for language like 'entry level', 'recent graduate', or 'no experience required' in the job description.
Which industries hire the most entry level client success specialists?
Entry Level client success specialist roles concentrate in Technology & Software, Healthcare & Medical Services, and Consulting & Professional Services, based on current listings on Migrate Mate as of July 2026. Those sectors tend to hire heavily at the junior level because customer retention and onboarding support are core business functions that require dedicated team members even at the earliest career stages.