Priority Team Lead

Morgan Stanley • Alpharetta, GA

51d

About The Position

The Priority Team Lead position assists the Team Manager with daily duties including handling and resolving escalations, monitoring, and coaching Relationship Managers (RMs) on client interactions, job performance, and executing on delegated projects. Assists with coaching and support to help the team reach stated goals. Utilizes independent decision-making skills to resolve issues and identify areas for process improvement.

Requirements

• Required Education: Bachelor's Degree preferred
• Registrations: SIE, Series 7, Series 63 and ability to obtain Mass Registration
• Minimum Years of Experience: 1+ years

Nice To Haves

• Series 9/10 licenses & Trader Certification preferred
• Possesses strong business development and marketing skills, with a drive to consistently achieve top results
• Strong technical aptitude to navigate a variety of financial services and client relationship management (CRM) tools
• Highly collaborative in a team-oriented environment
• Ability to demonstrate positive initiative, leadership, and comfort working in a fast-paced environment
• Proven track record in handling and resolving complex client issues
• Demonstrates excellent knowledge of compliance practices with a proven ability to operate effectively within industry and regulatory parameters
• Demonstrates self-confidence and the ability to maintain composure in difficult situations
• Ability to work independently
• Proficient in MS Word, Excel, PowerPoint, and Salesforce

Responsibilities

• Actively develop the team to deliver a high-quality client experience
• Provide coaching and support to the team to ensure achievement of core Key Performance Indicators (KPIs) and MS FA referral goals
• Educate the team on changes in policies and procedures
• Stay current with new products and services
• Handle and resolve client escalations independently
• Assist Priority RMs with daily tasks and pipeline management

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Number of Employees: 5,001-10,000 employees