Consulting Group Advisory Field Support (AFS) Product Specialist

Morgan Stanley • Purchase, NY

1d • $27 - $55

About The Position

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in forty-three countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and dedicated team ethics. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Position Summary The Consulting Group’s Advisory Field Support (AFS) team is the primary Advisory business contact for Morgan Stanley Wealth Management. Advisory programs provide clients with ongoing professional investment advice, guidance on investment selection, and asset allocation construction through a variety of vehicles within a wrap-fee account structure. The AFS Product Specialist provides subject matter expertise and day-to-day support to Financial Advisors and branch personnel across Advisory program guidelines, trading support, operational processes, and the systems/tools that enable the Advisory business. This role helps Advisors deliver consistent client service, operate within program requirements, and grow their Advisory business through best practices and initiative-taking education.

Requirements

• Bachelor’s degree in Economics, Finance, or a related field; coursework should include investments (stocks, bonds, ETFs, mutual funds), portfolio construction, and asset allocation concepts.
• Strong customer service orientation.
• Clear, efficient communicator with strong people skills.
• Initiative-taking, collaborative, and able to prioritize in a challenging environment.
• Ability to build effective relationships across departments.
• Purposeful, flexible, and able to adapt to change.

Nice To Haves

• Professional experience in financial services; exposure to investment products is a plus.
• FINRA Series 7 and Series 66 (preferred; not required).

Responsibilities

• Provide high-volume phone support to Financial Advisors and branch office personnel.
• Use Advisory support applications and related firm systems/tools to research and resolve inquiries.
• Provide initiative-taking education and guidance on Advisory programs, including product features, policies, procedures, and systems navigation.
• Support servicing needs including new account opening procedures, proposal generation for existing clients and prospects, trading-related questions, and training on program guidelines.
• Leverage and promote internal AI/knowledge resources to improve inquiry resolution, service efficiency, and team workflow.
• Identify process and client-service improvement opportunities; provide feedback and recommendations to department management.
• Collaborate with team members to manage call volume and service levels while delivering outstanding service.
• Document interactions and follow-ups using Customer Relationship Management (CRM) systems.
• Participate in AFS cross-training to broaden knowledge across Advisory programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level