Financial Planning Service Desk, Associate, Global Investment Office

The Financial Planning Service Desk Analyst/Associate will be responsible for helping Financial Advisors and Client Service Associates navigate Morgan Stanleys financial planning tools. A key component of the role will be to aggregate and log feedback from Financial Advisors and their teams. Additionally the role will require associates to identify resolve and escalate technical issues. The Analyst/Associate will need to focus on specific metrics and deliver a high level of service to Financial Advisors while providing navigational guidance feedback aggregation and issue escalation / resolution.

This role will involve partnerships with other key financial planning stakeholders. Analysts/Associates will gain exposure to Financial Planning Directors and many other home office resources. All Financial Planning Service Desk Analysts/Associates will be encouraged to complete the Financial Planning Specialist designation. This is a Morgan Stanley designation that recognizes ones expertise and interest in financial addition the designation serves as the first section of the Certified Financial Planner (CFP) certification course. Upon completion of the designation Financial Planning Service Desk Analysts/Associates will be able to pursue the CFP. Analysts/Associates will participate in regular networking events and professional skill workshops. This role will give Analysts/Associates vast exposure to wealth management and prepare them for a future at the firm.

This person will report to the team manager and leverage Morgan Stanleys state-of-the-art financial tools with experienced Financial Advisors helping them develop their business and increase client engagement.

Job Responsibilities:

• Navigate and provide expert level guidance to Financial Advisors and Client Service Associates looking for assistance utilizing Morgan Stanleys 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 Stanleys broader set of digital tools
• Work closely with the key financial planning stakeholders and other members of home office team
• Interest in achieving Financial Planning Specialist designation / Certified Financial Planner certification

Qualifications:

• Securities Industry Essentials (SIE) required Series 7 and 66 preferred and required within 4 months of joining the team
• Bachelors 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
• Successful completion of background check and pre-employment assessments

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey offering some of the most attractive and comprehensive employee benefits and perks in the industry. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

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Expected base pay rates for the role will be between 70000.00 and 85000.00 per year at the commencement of employment. However base pay if hired will be determined on an individualized basis and is only part of the total compensation package which depending on the position may also include commission earnings incentive compensation discretionary bonuses other short and long-term incentive packages and other Morgan Stanley sponsored benefit programs.

Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race color religion creed age sex sex stereotype gender gender identity or expression transgender sexual orientation national origin citizenship disability marital and civil partnership/union status pregnancy veteran or military service status genetic information or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).