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Transaction specialist finra series 7

Solium Capital

This is a Full-time position in Montreal, QC posted June 13, 2019.

Has your paper napkin business plan turned into a billion-dollar reality?

Ours has, and our employees have helped us get to where we are today; and as we continue to scale towards being the incomparable leader in our industry, we are looking for a Transaction Specialist to help write the next chapter with us.

What started as a sketch on a napkin is now our world-class software platform that combines cutting-edge technology with outstanding client service and premier wealth management capabilities.

Shareworks by Morgan Stanley is designed to simplify the complexities of equity plan management, while helping employees realize the full potential of their benefits.

If you’re sitting there scratching your head while reading this and wondering how you could possibly be part of“simplifying the complexities of equity compensation”, keep reading to the bottom and you’ll find out!

We currently havepermanent full-time opportunities for : Transaction Specialists (Customer Service) Located in theEau Claire neighbourhood of downtown Calgary, AB ORthe heart of downtown Montreal, QC ORdowntown Toronto, ON, the Transaction Specialist fulfills the role of being the face of Shareworks by Morgan Stanley to our customers.

Our agents interact daily with a wide variety of clients, building and maintaining strong relationships with corporate clients and their employees.

Shareworks by Morgan Stanley has been successful in building trust and respect with our customers through dedicated relationship management, supported by delivering our promise of”Everyday Excellence”.

We are looking for enthusiastic, outgoing individuals who share our passion for customer service excellence and have a deep desire to learn through a combination of training and hands-on experience.

Whether or not you have experience with equity compensation plan administration, if this sounds like an exciting challenge and your kind of work environment, we would love to hear from you Please note that this role requires certification with FINRA Series 7.

Responsibilities: Handling inbound and outbound calls to stock option and share purchase plan participants focused on transactionsAddressing customer needs and challenges while keeping other team members updated with ongoing client requests and requirementsAnswering questions by using Shareworks by Morgan Stanley’s online application Shareworks and other online toolsStock Market Trading– Order execution, Change Former Order (CFO) and related questions Handling complaints from participants.

Ensuring all situations are closed off or escalated appropriatelyKeeping operational results in mind by seeking to achieve daily benchmarks for call volumeFollowing established rules that support compliance and audit purposes.Comfortable enforcing or escalating issues on a case by case basisEnsure customer satisfaction by completion of activities– all situations closed off and follow up on any unresolved issues Qualifications Degree or diploma in Business, Commerce, Finance or similar area of focus would be preferredMust be certified with FINRA Series 7Fluency in oral and written English is a requirement; fluency in French or Spanish (or another language) would be an asset Proven success with communication and customer service in a variety of service mediums including direct contact via phone, fax and email Understanding of markets and trading would be a definite asset, but is not mandatoryFlexible availability to accommodate business needsStrong analytical and problem-solving skills Demonstrated ability to learn new tools and technologies quicklyDemonstrated competency with common technology and technical concepts, including but not limited to email, internet, Excel and WordStrong analytical, attention-to-detail, and problem-solving skillsComfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities While we thank all applicants for their interest, please note that only those individuals selected for an interview will be contacted.