The Financial Planning Service Desk Analyst/Associate will be responsible for helping Financial Advisors and Client Service Associates navigate Morgan Stanley’s 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 one’s expertise and interest in financial planning. In 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 Stanley’s 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 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
- 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
- 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
- Successful completion of background check and pre-employment assessments
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Salary range for the position: 70,000 and 85,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including 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. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
