Associate - Corporate & Institutional Solutions At Shareworks By Morgan Stanley
• Provide world class customer service for Shareworks clients through inbound and outbound calls• Manage employee stock option and share purchase plans focused on transactions in Canada, United States, Europe and Asia Pacific markets• Answer general non-investment related questions concerning client accounts, including providing account balances and document requests• Appropriately review client accounts to ensure profile information is updated and accurate • Facilitate registered transactions and verify client requests appropriately• Process client requests and take measurable steps to complete tasks. • Follow-up with clients on any pending requests (including making outbound calls)