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respect to pricing, plan management or service level commitments. Troubleshoot ad hoc client queries using the Shareworks™ application. Conduct client meetings, demonstrations, training sessions, user training sessions, and other client requests as required. Mentors colleagues with respect to client interaction, communication tactics and positioning strategies. Completes account reviews with the Director, Account Management. University degree or College diploma in Business, Economics or similar Minimum 3 years in an Account Management, Client Services, or Sales role Experience in the equity or share plan industry, including group and retirement plans, would be an asset Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities Ability to travel up to 25% of time within and outside North America Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. 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://https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role sitting in San Francisco will be between $110,000 and $185,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Excellent written and oral communication and presentation skills Proven ability to work independently and manage numerous assignments concurrently Demonstrated competency with common technology and technical concepts, including but not limited to email, internet, Excel and Word