Consulting Group Sales Desk Analyst, Associate

Morgan Stanley • New York, NY

3h • $57,000 - $115,000

About The Position

Provide advice and support to Financial Advisors across various investment solutions inclusive of Firm Discretionary or Third-Party Portfolio Solutions, Separately Managed Accounts, Direct Indexing, Mutual Funds, Money Markets Support field organization by effectively and efficiently answering inbound calls Support requests for specialized reporting, related client and prospect situations, and various research related needs, with the goal of delivering requested prospect and client support elements Securities Industry Essentials (SIE) required upon hire; Series 7 and Series 66 (or equivalent) required within 90 days of hire Must hold a bachelor's degree, 2+ years of financial services experience or related industry preferred Possess exemplary communication, presentation, and time-management skills Stay organized, focused, and highly disciplined. Be able to keep track of simultaneous competing needs of their assigned Financial Advisors and execute on all necessary actions in a timely manner Seek constructive feedback and coaching from both their Sales Desk Managers and Financial Advisors, actively using it to improve how they approach future tasks Proactively analyze client relationships and make recommendations to team members and financial advisors on how to supplement the client experience Establish, maintain and support strong working relationships with Financial Advisors and Product Team members. Demonstrate accountability and a strong work ethic to promote confidence and trust in their work Be authorized to work in the U.S. without durational restrictions Successfully complete background check and pre-employment assessments 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. 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. Expected base pay rates for the role will be between $57,000 and $115,000 per year at the commencement of employment. 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.

Requirements

• Securities Industry Essentials (SIE) required upon hire
• Series 7 and Series 66 (or equivalent) required within 90 days of hire
• Must hold a bachelor's degree
• Possess exemplary communication, presentation, and time-management skills
• Stay organized, focused, and highly disciplined.
• Be able to keep track of simultaneous competing needs of their assigned Financial Advisors and execute on all necessary actions in a timely manner
• Demonstrate accountability and a strong work ethic to promote confidence and trust in their work
• Be authorized to work in the U.S. without durational restrictions
• Successfully complete background check and pre-employment assessments

Nice To Haves

• 2+ years of financial services experience or related industry preferred

Responsibilities

• Provide advice and support to Financial Advisors across various investment solutions inclusive of Firm Discretionary or Third-Party Portfolio Solutions, Separately Managed Accounts, Direct Indexing, Mutual Funds, Money Markets
• Support field organization by effectively and efficiently answering inbound calls
• Support requests for specialized reporting, related client and prospect situations, and various research related needs, with the goal of delivering requested prospect and client support elements
• Proactively analyze client relationships and make recommendations to team members and financial advisors on how to supplement the client experience
• Establish, maintain and support strong working relationships with Financial Advisors and Product Team members.
• Seek constructive feedback and coaching from both their Sales Desk Managers and Financial Advisors, actively using it to improve how they approach future tasks

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees