Financial Planning Service Desk, Analyst, Global Investment Office

The Financial Planning Service Desk Analyst 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 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 will gain exposure to Financial Planning Directors and many other home office resources. All Financial Planning Service Desk Analysts 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 will be able to pursue the CFP. Analysts will participate in regular networking events and professional skill workshops. This role will give Analysts 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.

Financial Planning Service Desk – Analyst Job 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

Qualifications

 Financial Planning Service Desk – Analyst:

• 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

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.

We're committed to bringing passion and customer focus to the business.

Expected base pay rates for the role will be between 75,000.00 and 85,000.00 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include
commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).