Associate - Onboarding - Technical Specialist

Introducing Morgan Stanley at Work: We know a lot about investing and are certain theres no better investment a company can make than in its employees. People dont just drive a company; they are the company. So when people work at their best, companies do too. Morgan Stanley at Work, a division of Morgan Stanley Wealth Management, provides workplace financial solutions that build employee financial confidence, foster loyalty and help our corporate clients attract and retain top talent. Our end-to-end offering spans Equity, Financial Wellness and Retirement Solutions. Plus, we provide all employees with Financial Empowerment, so they have the knowledge, tools and support needed to make the most of their workplace financial benefits. What youll be part of our Morgan Stanley at Work culture: At Morgan Stanley at Work, we walk the talk. We have created a place for our employees to learn, achieve and grow a place for people to build a career where you can thrive both personally and professionally. We are passionate about exceeding our clients expectations and helping them succeed.We are fearless in taking on new challenges that deliver exceptional results.We believe amazing things can happen when we work together in an environment where everybody has a true sense of belonging and their ideas are heard. We value differences and are committed to providing a work environment where our people can do their best work. We look for people who are problem solvers, empathetic listeners, team players and inclusive leaders.We are committed to your growth and development, and your entire employee experience. We recognize that our people and culture are the keys to our success. We invite you to explore how you can be an integral part of our team. Onboarding Technical Specialist Responsibilities: The Onboarding Technical Specialist will be part of the Global Equity Solutions group within the Morgan Stanley at Work organization. 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. The candidate will build exceptional relationships with both immediate and cross-functional teams and thrive in a fast-paced and evolving environment focusing on all aspects of client readiness and support for clients as they move through the full lifecycle of onboarding activities onto the Morgan Stanley at Work equity administration platforms. 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. Based on defined requirements and a project plan, accurately configures Morgan Stanley at Work equity administration software to reflect the needs of clients equitycompensation plans and related plan data Maintains and utilizes the project workflow and checklists to manage project deliverables Prepares client data, including but not limited to: Review and extract of historical data Formatting of data to ensure completeness and accuracy Creation of grammar formats and uploading data to the platform Comparison of client data to platform output to ensure data aligns and balances Coordinate with onshore stakeholders on project details and technical queries Serves as atrusted subject matter expert to position best-practices with internal stakeholders Stays current with new products and enhancements,and their integration into application and operations 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