Executive Services Specialist, Associate

About the role

Morgan Stanley is seeking an Executive Services Specialist to join the Shareworks by Morgan Stanley team. This position is located in one of our US offices (Sandy, Utah; Purchase, NY; Alpharetta, GA, or Tempe, AZ).

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.

Qualifications

Proven ability to handle sensitive customer interactions. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Strong organizational skills and attention to detail. Familiarity with equity markets and trading is beneficial but not required.

Skills

Excellent verbal and written communication skills. Strong analytical and problem-solving abilities. Ability to multitask and meet deadlines. Proficiency with Microsoft Office Suite. Familiarity with equity markets and trading is beneficial but not required.

Benefits

Morgan Stanley offers a comprehensive benefits package including health insurance, retirement plans, and paid time off. We also offer a range of professional development opportunities and a supportive work environment.

Pay

The salary range for this position is $60,000 - $80,000 annually, depending on experience and qualifications.

Schedule

The position is available on a full-time basis, with flexible working hours between Monday and Friday.