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Executive Services Specialist, Associate at MS

Location
Alpharetta, Georgia · Sandy, Utah
Type
Full-time
Level
not_specified
Posted

Description

Morgan Stanley is hiring an Executive Services Specialist to support executive and C-Suite customers in the Executive Financial Services team. The role involves inbound and outbound calls, complex stock option and share purchase plan issues, 10b5-1 plan administration, filings, share gifting, money movement, complaint resolution, and use of the Shareworks platform. The position is based in one of four United States offices and requires a bachelor’s degree, current SIE, Series 7, and Series 63 licenses, strong customer service and analytical skills, Microsoft Office proficiency, and flexibility for Monday-through-Friday shifts.

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