Financial Planning Service Desk – Analyst – Global Investment Office
| Company | Morgan Stanley |
|---|---|
| Location | Baltimore, MD, USA |
| Salary | $75000 – $85000 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Securities Industry Essentials (SIE) required, Series 7 and 66 preferred and required within 4 months of joining the team
- Bachelor’s degree 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
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
Preferred Qualifications
- 2+ years of financial services experience or related industry preferred, but not required
Benefits
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No information provided on Benefits.