Morgan Stanley
Executive Services Specialist, Associate
Alpharetta, Georgia +1 · On-site · Full-time · Posted Sep 21, 2026
- Location
- Alpharetta, Georgia
Sandy, Utah - Education
- Bachelor’s degree required.
About the job
Supports executive clients with equity-plan transactions and inquiries, including 10b5-1 plans, Rule 144 filings, and related services.
What you'll do
- Handle inbound and outbound calls and resolve or appropriately escalate participant complaints and inquiries.
- Coordinate complex executive transactions, including 10b5-1 plans, Rule 144 filings, share gifting, and money movement.
- Meet call-volume and accuracy benchmarks while following privacy, compliance, and audit processes.
What they ask for
- Bachelor’s degree.
- Current SIE, Series 7 & 63 license.
- Demonstrated success providing exceptional customer service, particularly by phone and email.
- Proficiency with Microsoft Office Suite.
Nice to have
- Understanding of equity markets and trading.
Tools
ShareworksTM, Microsoft Office Suite
Model-written summary · the original posting is authoritative