Customer Support/Account Representative-Sr{Bachelors required}Onsite-

Position Customer Support /Account Representative-Sr

Location: 2 Righter Parkway, Delaware Corporate Center, Wilmington, DE 19803,

Type: 7 months Contract

Pay Rate:$25.00/hr. on w2

JOB DESCRIPTION

*This role is on-site*

*Interviews will be one round of video conference*

Job Description:

Consulting Group Field Support Services (FSS) Product Specialist

DESCRIPTION

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Position Summary:

The Consulting Group’s FSS team is the primary Advisory business contact for Morgan Stanley Wealth Management. The Morgan Stanley Advisory programs offer clients the ability to receive ongoing professional investment advice, guidance on investment selection and asset allocation construction using a variety of financial vehicles in a wrap fee structured account. The FSS Product Specialist is responsible for educating and providing subject matter expertise on Advisory program guidelines, trading support, operational processes, and navigating all systems and tools that support the Advisory business. The Product Specialist plays a critical role providing guidance on best practices to help Financial Advisors maintain and grow their Advisory business.

Responsibilities:

• Heavy phone contact with Financial Advisors and branch office personnel.

• Proficiently utilize all Advisory support applications as well as navigate other system tools.

• Provide proactive education and assistance on Advisory programs with respect to product, policies, procedures, and systems navigation.

• Assist with questions involving new account opening procedures, generation of proposals for active clients or prospects, trading of accounts and training on various program policies and guidelines.

• Drive process improvement efforts through feedback to Department management.

• Work collaboratively with team members by managing call volume and service levels while providing outstanding service.

• Utilize Customer Relationship Management systems effectively.

• Participate in FSS cross training programs to broaden depth of knowledge across Advisory programs.

Qualifications:

Knowledge and Skills Required:

• Bachelor’s degree in either Economics or Finance (course work should involve investments - stocks, bonds, ETF’s & Mutual funds, investment portfolio construction, Asset Allocation theory)

• Professional experience in Financial Services ideally in areas dealing with investments (stocks, bonds, ETF’s & Mutual funds) preferred

• Enthusiastic team player, self-motivated, ability to prioritize and work in a fast-paced environment

• Clear and efficient communicator; results oriented; flexible and adaptable

• Ability to build relationships across departments throughout Morgan Stanley

• Result oriented individual who is flexible and able to adaptable to change

• Excellent communication and interpersonal skills

• Strong focus on customer service

Nafisa Naaz (She /Her)

Lead Recruiter – US Recruiter

Direct Source Recruiter @ Morgan Stanley

Direct:: 801-335-5776

Email: nafisa.naaz@russelltobin.com

420 Lexington Ave, 30th FL. • New York, NY 10170