Financial Planning Service Desk, Analyst/Associate, Global Investment Office

Job Responsibilities

• Navigate and provide expert level guidance to Financial Advisors and Client Service Associates looking for assistance utilizing Morgan Stanley’s financial planning tools
• Thoughtfully aggregate feedback and address technical issues
• Field incoming calls and provide world-class level of service
• Consider service metrics and work to consistently improve efficiency of the team
• Learn and have awareness of Morgan Stanley’s broader set of digital tools
• Work closely with the key financial planning stakeholders and other members of home office team

Qualifications

• Securities Industry Essentials (SIE) required, Series 7 and 66 preferred and required within 4 months of joining the team
• Bachelor’s degree required
• 2+ years of financial services experience or related industry preferred, but not required
• Strong verbal and written communication skills required
• Detail oriented with an ability to handle multiple priorities
• Ability to work efficiently under pressure, with a focus on the client experience
• Ability to problem solve and identify the strengths and weaknesses of alternative solutions
• Team-oriented approach

What You Can Expect From Morgan Stanley

• Opportunity to work alongside the best and the brightest
• Supportive and empowering environment
• Comprehensive employee benefits and perks
• Opportunity to move about the business for those who show passion and grit in their work

Pay

Salary range for the position: $70,000 and $85,000 per year.

Schedule

Not specified

Benefits

Includes Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees.