Shared Services - Trainer - Associate - Wealth Management Operations
Posting Date: Jul 28, 2020
Primary Location: Americas-United States of America-Ohio-Columbus
Education Level: Bachelor's Degree
Employment Type: Full Time
Job Level: Associate
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.
Operations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the full potential of IT and e-solutions. Throughout, the Operations department continually seeks ways to improve while actively supporting the development of new businesses, structures and markets.
Global Wealth Management Operations provides brokerage, investment and financial services to hundreds of thousands of individual investors. We apply our expertise in serving institutional clients to create new opportunities for people to achieve their personal financial goals. Morgan Stanley has one of the largest retail brokerage networks, with numerous worldwide representatives and retail locations. Our services are tailored to each client's investment objectives, risk tolerance, and financial needs. Products include mutual funds, stocks, bonds, and alternative investments where appropriate, as well as banking, mortgages, insurance and annuities.
The Trainer is responsible for the training and development of Client Service Center (CSC) and MSSN Service Associates who support client and field inquiries on a variety of lines of business. The trainer’s responsibility extends beyond the classroom to include day-to-day support to help ensure staff is prepared to solve client issues and answer inquiries in a professional, complete and correct way. A successful trainer develops and leverages working relationships with all stakeholders, contributes to the development and improvement of training materials, and partners to identify opportunities to improve the client experience.
Skills required (essential)
- Exceptional oral communication skills
- Classroom facilitation experience
- Strong interpersonal and service skills
- Problem solving, time management, personal accountability, ownership, and professionalism
- Efficient written communication skills
- Ability to learn quickly, adapt to change, and apply knowledge to real life situations
- Work effectively individually and as part of team
Skills required (preferred)
- A strong grasp on Firm systems, Navigation, and Policy
- Working knowledge of Morgan Stanley systems and policies
- 1 Year of Contact Center Experience
- Knowledge in Outlook, Skype, Zoom or equivalent applications
- Experience facilitating in a blended or remote learning environment