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.