VEA -Financial Planning Service Desk - Associate

Job Number:

3217674

DESCRIPTION

The Morgan Stanley Virtual Engagement Associate role is a unique opportunity to prepare and develop the skillset for a career in the Wealth Management division of the financial services industry. Financial Planning Service Desk VEAs 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 VEA 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 a partnership with other key financial planning stakeholders. VEAs will gain exposure to Financial Planning Directors and many other home office resources. VEAs will participate in regular networking events and professional skill workshops. This role will give VEAs 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 on behalf of experienced Financial Advisors, helping them develop their business and increase client engagement.

• 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 member of home office team.

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

QUALIFICATIONS

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, 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
Be authorized to work in the U.S. without durational restrictions
Successfully complete background check and pre-employment assessments