Financial Planning Service Desk, Analyst/Associate, Global Investment Office jobs in United States
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E*TRADE from Morgan Stanley · 5 months ago

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

positionBaltimore, Maryland, United States of America
timeFull-time
remoteOnsite
seniorityEntry Level
money$70K/yr - $85K/yr
date2+ years exp

E*TRADE from Morgan Stanley is seeking a Financial Planning Service Desk Analyst/Associate to assist Financial Advisors and Client Service Associates with financial planning tools. The role focuses on providing guidance, resolving technical issues, and aggregating feedback while working closely with key stakeholders in the financial planning domain.

BankingFinanceFinancial Services

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

Qualification

Securities Industry Essentials (SIE)Financial Planning Specialist designationSeries 7Series 66Financial services experienceVerbal communicationWritten communicationDetail orientedProblem solvingTeam-oriented

Required

Securities Industry Essentials (SIE) required
Bachelor's degree 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

Preferred

Series 7 and 66 preferred and required within 4 months of joining the team
2+ years of financial services experience or related industry preferred, but not required

Benefits

Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs

Company

E*TRADE from Morgan Stanley

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E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
dateFounded in 1982
location
Arlington, Virginia, USA
people-size1001-5000 employees
web-link
https://us.etrade.com/home

Funding

Current Stage
Public Company
Total Funding
unknown
2020-02-20Acquired
1996-08-16IPO

Leadership Team

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Julia Miller
Executive Director, Creative Services
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