Executive Services Specialist, Associate

About the Role

Located in our US offices (Sandy, Utah; Purchase, NY; Alpharetta, GA, or Tempe, AZ) and reporting to the Executive Services Team Lead, the Executive Services Specialist fulfills the role of being the face of Shareworks by Morgan Stanley to our Executive and C-Suite level customers. You will interact daily with Shareworks' executive clients, building and maintaining strong relationships. Shareworks has been successful in building trust and respect with our customers through dedicated relationship management, supported by delivering our promise of "Everyday Excellence." We are looking for enthusiastic, outgoing individuals who share our passion for customer service excellence.

Responsibilities

• Inbound and outbound calls to stock option and share purchase plan executive level participants
• Working with the executive teams of our issuers on complex issues such as establishing 10b5-1 plans, 144 filings, share gifting, money movement etc.
• Sensitively addressing customer needs and challenges in a timely and efficient manner
• Using our proprietary online application, ShareworksTM, and other online tools to respond to client inquiries
• Responding to complaints from participants, including ensuring all situations are resolved or escalated appropriately
• Achieving daily benchmarks for call volumes and accuracy of responses
• Following established processes to ensure privacy, compliance and audit requirements are always met
• Working closely with all team members, ensuring information is shared as appropriate

Requirements

• A bachelor's degree is required
• Current SIE, Series 7 & 63 license required
• Demonstrated success in providing exceptional customer service, particularly by phone and email
• Understanding equity markets and trading would be a definite asset but is not a requirement
• Flexibility to support a variety of shift times between Monday and Friday
• Proficiency with Microsoft Office Suite
• Strong analytical, attention-to-detail, and problem-solving skills
• Comfortable in a fast-paced and evolving environment
• Proven ability to triage and prioritize multiple tasks at once