Workplace Solutions Group – Service Representative

Employment Type

: Full-Time


: Retail

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Job Level



Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Department Overview:
The Workplace Solutions Group manages and services employee stock benefit plans for over 300 corporate clients and 1.5 MM+ plan participants in over 150 countries.

Position Summary:

As a Service Representative, you will provide telephone support to the employees of our corporate clients by handling inquiries associated with their equity compensation plans. Inquiries may include; account maintenance, unsolicited trade entry, general plan specifications and taxation, web support and registration, as well as questions about other products and services offered by Morgan Stanley.

Role Responsibilities:
Process and follow-up on participant service requests to ensure execution in a timely manner
Set appropriate timeline expectations for requests and follow-up within that time frame when necessary
Ability to handle a high volume of requests in a fast-paced environment
Effectively navigate firm systems for all workflow processing and participant requests
Provide world-class customer service to both internal and external clients in all interactions, striving to exceed client expectations
Apply Firm verification policies and procedures for all clients to avoid identity theft and fraudulent activity
Keep current on SEC/FINRA, Compliance and Firm guidelines and apply to all activity to ensure risk mitigation
Risk recognition and mitigation, including ensuring a deep understanding of and adherence to all policies and procedures. Uphold requirements of the Quality Assurance guidelines.
Place unsolicited trades for participants and clients of the Firm
Other duties as assigned


College degree or equivalent experience
0-3 years industry experience preferred
Excellent written and strong communication skills
Excellent interpersonal and client service skills

Must complete and obtain the Securities Industry Essential (SIE) Exam prior to the start date, and obtain the Series 7 and 66 licensing exams within a defined period of time post-employment.

* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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