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Morgan Stanley
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Wealth Management Analyst

Wealth Management Analyst

Morgan Stanley

2 - 6 years

0 Lacs

maharashtra

Posted:1 week ago| Platform: Shine logo

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Skills Required

quality assurance customer service leadership communication skills process improvement microsoft office

Work Mode

On-site

Job Type

Full Time

Job Description

As a Quality Professional at Morgan Stanley, you will work closely with Virtual Client Solutions leadership, Sales & Service Managers, Supervisors, Participant Relationship Managers, Client Relationship Associates, and Financial Advisors to achieve Quality Assurance results across the organization. Your primary responsibility is to evaluate interactions of VCS associates, both phone and non-phone, to ensure Service Excellence. You will provide managers with tools and analysis to conduct coaching sessions for improving daily interactions with clients. Your key responsibilities include: - Reviewing associate phone calls and non-phone items - Listening to service associate and financial advisor calls - Researching call outcomes and providing feedback to managers - Providing feedback on failed or low scoring calls - Training new RMs, PRMs, CRAs, and FAs on the Quality process - Facilitating QA/Manager engagement meetings - Attending manager team meetings - Creating and conducting customized feedback sessions - Conducting calibration meetings with associates and leadership - Attending product-specific meetings and training To excel in this role, you should: - Meet pre-assigned call assignments within the month with little or no direction - Multitask, prioritize, and thrive in a fast-paced, deadline-driven environment - Utilize your customer service experience, demonstrated leadership, and communication skills - Organize and lead meetings, deliver presentations, and provide feedback and mentorship - Have knowledge of Virtual Advisor, WSG stock plans, and eTrade processes and procedures - Identify and develop process improvements for VCS processes - Understand VCS quality measurement and quality enhancement methods - Possess excellent written and oral communication skills - Be proficient in Microsoft Office 2010 suite At Morgan Stanley, you will work in an environment that values first-class service, excellence, and commitment to clients and employees. The company's values promote diversity, inclusion, and collaboration. As an equal opportunities employer, Morgan Stanley is committed to providing a supportive and inclusive environment for individuals to maximize their full potential. The company values recruiting, developing, and advancing individuals based on their skills and talents, fostering a workforce that reflects diverse backgrounds, talents, perspectives, and experiences. Join Morgan Stanley to work alongside talented individuals, receive comprehensive employee benefits, and explore growth opportunities based on your passion and dedication.,

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Morgan Stanley

Financial Services

New York NY

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Wealth Management Analyst