Posted:1 week ago|
Platform:
Remote
Part Time
About Us:
Morgan Stanley is a global financial services firm and a market leader in investment banking, investment management and wealth management services.
At Morgan Stanley India, we are shaping the future of our global business and contributing to our local community. Our team works with the Wealth Management Platforms group from our office in Mumbai.
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
Department Overview:
Morgan Stanley Wealth Management Canada Business Enablement Team is a high performing team providing client service support to our Full-Service Financial Advisor channels and operating in a hybrid model of in-office (4 days per week) and remote working.
Position Summary:
The analyst / unlicensed client service associate will support the scaling of the Canadian business at Morgan Stanley Wealth Management Canada by providing an elevated service experience to internal (Advisors and their Teams) and external clients in the full-service channel. The CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of business analytics and reporting, cross functional team support, client onboarding, firm policies, procedures, and firm capabilities to deliver the full firm to clients.
Responsibilities:
Client Onboarding Service and Support:
Business Analytics:
Other:
Education and/or Experience:
Knowledge/Skills:
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-officesinto your browser.
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
Morgan Stanley
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