Morgan Stanley · 3 months ago
Financial Planning Service Desk, Analyst/Associate, Global Investment Office
Baltimore, MD
Full-time
Onsite
Entry Level
$70K/yr - $85K/yr
2+ years expMorgan Stanley is a leading global financial services firm, and they are seeking a Financial Planning Service Desk Analyst/Associate to assist Financial Advisors and Client Service Associates with financial planning tools. The role involves providing expert guidance, aggregating feedback, resolving technical issues, and delivering high-level service while gaining exposure to wealth management.
Asset ManagementFinanceFinancial ServicesLending
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
Required
Securities Industry Essentials (SIE) required, Series 7 and 66 preferred and required within 4 months of joining the team
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
2+ years of financial services experience or related industry preferred, but not required
Benefits
Medical
Prescription Drug
Dental
Vision
Health Savings Account
Dependent Day Care Savings Account
Life Insurance
Disability and Other Insurance Plans
Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)
10 Paid Holidays
401(k)
Short/Long Term Disability
Company
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Leadership Team
James Gorman
Chairman and CEO
Wei Christianson
Co-CEO Asia Pacific
Recent News
2026-01-09
Benzinga.com
2026-01-09
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