Associate – HNW Lending Product Support at Morgan Stanley

Morgan Stanley is a global financial services leader with three core businesses - Institutional Securities Wealth Management and Investment Management. Morgan Stanley Wealth Management (MSWM) is a market leader in delivering comprehensive financial planning advice and related services including investment management brokerage lending deposits and cash management through our network of 17000 Financial Advisors E*TRADE for self-directed investors and to employers and their employees through Morgan Stanley at Work.MSWMs Private Banking Group (PBG) offers a variety of lending deposit and cash management solutions such as securities-based loans home loans and cash management accounts. PBG is responsible for developing launching and managing innovative banking and lending services tailored for Wealth Management clients through its US Bank entities: Morgan Stanley Private Bank National Association (MSPBNA) and Morgan Stanley Bank N.A. (MSBNA). High Net Worth Lending (HNW Lending) within the PBG is focused on managing developing and growing the Securities Based Lending (SBL)business within Morgan Stanley. SBL provides MSWM clients with liquidity solutions by allowing clients to borrow against the value of eligible collateral held in their MSWM account. SBL encompasses liquidity access line (LAL) Express Credit Line (ECL) and Margin products.We are seeking a high potential SBL Product Support Desk specialist to provide direct support to Financial Advisors Service Processionals and Private Bankers through comprehensive knowledge of all SBL products and services. The candidate will develop the skills required to become an SBL subject matter expert and establish key partnerships with Sales Risk Legal Operations Credit and other key addition team members share their expertise through formalized presentations with Sales partners. The team also work closely with product managers to provide feedback on challenges faced by our Sales and internal partners and recommend product enhancements. The role requires an understanding of both bank and broker dealer SBL product offerings.Primary Responsibilities:Provide best in class service and support to Private Bankers Financial Advisors and Service Professionals.Partner closely with Sales and other internal partners to ensure complex transactions are escalated appropriately.Prepare and provide Bank Reference Letters and Letters of Intent as requested by Sales partners.Review and approve Power of Attorney on client SBL accounts.Develop and deliver SBL training content and material for presentations to Sales partners.Ensure an exceptional experience by providing feedback to product managers on potential product and service enhancements.Use data to analyze business trends create reports presentations and other materials for management.Assist with various projects and reporting as required by management including detailed presentations outlining the teams performance strategy and initiatives.Qualifications (REQUIRED):Minimum 2 years of banking/finance industry experience.BA or BS degreeQualifications (PREFERRED):Customer support and operations backgroundSkills / AbilitiesExcellent verbal and written communication skills. Extraordinary client service aptitude.Problem solving. Demonstrate creativity and thoughtful solutions in framing private banking transactions.Self-starter with the ability to work under pressure meet deadlines multi-task and manage expectations.Detail orientation with strong organizational and analytical skills.Proficient with Microsoft Office especially Excel and PowerPoint. Tableau/Access/SharePoint skills a plus.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 - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll 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. Theres 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 into your browser.Expected base pay rates for the role will be between $57000 and $115000 per year at the commencement of employment. However base pay if hired will be determined on an individualized basis and is only part of the total compensation package which depending on the position may also includecommission earnings incentive compensation discretionary bonuses other short and long-term incentive packages and other Morgan Stanley sponsored benefit programs.Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race color religion creed age sex sex stereotype gender gender identity or expression transgender sexual orientation national origin citizenship disability marital and civil partnership/union status pregnancy veteran or military service status genetic information or any other characteristic protected by law.Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).Required Experience:IC Key Skills Document Controlling,Cost Accounting,Business Administration,Database,Art Employment Type : Full-Time Experience: years Vacancy: 1 Yearly Salary Salary: 57000 - 115000