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

Morgan Stanley•Baltimore, MD

21d

About The Position

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.

Requirements

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

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

Benefits

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)
Short/Long Term Disability