Financial Planning Service Desk, Analyst/Associate, Global Investment Office

Morgan Stanley • Baltimore, MD

2d

About The Position

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 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 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 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. 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. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings 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

• Interest in achieving Financial Planning Specialist designation / Certified Financial Planner® certification
• 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

Nice To Haves

• Series 7 and 66 preferred

Responsibilities

• 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
• Work closely with the key financial planning stakeholders and other members of home office team

What This Job Offers

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