Business Solutions Representative - Associate

Morgan Stanley UK

Purchase, United States
Base: $80,000-100,000 py; bonus/equity: not specif...
Restricted/control securities knowledge
Sec edgar requirements
Morgan stanley affiliate trading policies
Business Solutions Representatives are responsible for working directly with Executive Relationship Managers, 10b5-1 Services, and Shareworks Executive Financial Services to successfully complete required regulatory filings on behalf of issuer affiliates in a timely and accurate manner

Job Summary

  • Business Solutions Representatives are responsible for working directly with Executive Relationship Managers, 10b5-1 Services, and Shareworks Executive Financial Services to successfully complete required regulatory filings on behalf of issuer affiliates in a timely and accurate manner.
  • This high visibility role is essential in supporting and maintaining the white glove service our clients have come to expect.
  • Morgan Stanley provides a superior foundation for building a professional career - a place for people to learn, achieve, and grow.

Matching Summary

Business Solutions Representatives are responsible for working directly with Executive Relationship Managers, 10b5-1 Services, and Shareworks Executive Financial Services to successfully complete required regulatory filings on behalf of issuer affiliates in a timely and accurate manner.

Salary

Base: $80,000-100,000 per year; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • restricted/control securities knowledge
  • SEC EDGAR requirements
  • Morgan Stanley affiliate trading policies
  • corporate equity plans
  • Microsoft Excel and PowerPoint proficiency
  • numerical information aptitude

Nice-to-have

  • client relationship management
  • process enhancement identification
  • team collaboration
  • adaptability to change
  • fast-paced environment work

Key Requirements

  • Familiarity with SEC Rule 144
  • Current SIE/Series 7 and 63 licenses preferred
  • Bachelor’s degree or equivalent experience
  • Quick learner with accountability
  • Critical thinking and problem-solving skills
  • Attention to detail

Work Rights

Not specified

Tailored Resume

Cover Letter