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Company | Morgan Stanley |
Address | Buffalo-Niagara Falls Area, United States |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services,Investment Banking,Investment Management |
Expires | 2023-07-15 |
Posted at | 11 months ago |
Position Summary
- Participates in quarterly/annual business performance reviews with clients to help maximize investment performance results
- Utilizes financial planning tools to analyze complex financial information and participates in client/prospect financial planning presentations
- Leads three or more full-time support team members who manage the service and business activities of a team
- Leads business strategy and education sessions with team members to promote Morgan Stanley initiatives and/or the implementation of the firm’s capabilities as part of the team’s ongoing strategy to deepen and enhance client relationships
- Leads support team to establish and cultivate relationships with new and existing clients and proactively guides the resolution of issues and concerns
- Works in conjunction with the Business Service Manager (BSM) to oversee such team responsibilities as interviewing candidates for hire, training team members and offering input on staff performance
- Oversees the development and implementation of strategies to execute Financial Advisor / Private Wealth Advisor business plans, which may include performance tracking and managing the support staff’s monthly compensation
- Allocates work across team members, managing priorities and schedules, while serving as an escalation point for team-related issues and concerns
- Works with the Complex Business Service Officer and/or the Business Service Manager to promote and execute firm initiatives, projects, and remediations with team members
- Focuses strategically on client business development
- Partners with the Business Service Manager to monitor team schedules and vacation calendar
- Manages service transaction processes for clients in collaboration with team members
- Plans and leads team staff meetings
- Performs preliminary review of all outgoing correspondence and reports for accuracy
- Serves as the liaison between local management and the Complex team and the main point of contact for interns
- Serves as the lead contact with clients for administrative problem resolution and fields general client questions on a wide spectrum of topics
- Develops strategies to enhance business operations that support revenue-generating activities for the Complex
- Develops procedures for solving client concerns (logistical, administrative, etc.) and follows through on resolution of client service projects and operational issues
- Advanced degree or professional certification or industry experience required
- Willingness to obtain additional licenses and/or designations as required
- 10+ years of work experience in a field relevant to the position required
- Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
- Effective written and verbal communication skills, providing comprehensive feedback and solutions to complex issues
- Evidence of strong leadership skills or previous supervisory experience
- Exceptional conflict resolution skills
- Ability to think and execute strategically, prioritize and resolve complex problems and escalate as necessary
- Detail-oriented with superior organizational and time management skills, including delegation of work
- Ability and interest to work in a fast-paced, evolving environment
- Enjoys working with people and solving problems
- Proficient in applicable software applications
- Team player with the ability to collaborate with others
- Strong industry and product knowledge, including understanding of applicable compliance rules and regulations
- Business Service Manager and/or Complex Business Service Officer
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