Participant Services Manager - Overnight
Company: Morgan Stanley
Location: Alpharetta
Posted on: June 22, 2022
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Job Description:
Summary
A Manager of Participant Services leads the work of direct reports
in the Participant Services Line of Business. This position is
responsible for building, developing, and motivating team members
to achieve targeted business development goals that are established
to support the company and business objectives. Oversight and
monitoring of direct reports customer interactions to ensure team
members are accomplishing the mission of deepening engagement with
our Stock Plans Participants and that all company and regulatory
policies are within compliance is essential. As a Manager of
Participant Services your primary focus is to build & develop your
direct reports and to protect the firm.
Morgan Stanley at Work is the Equity Compensation industry leader
and creating a perfect participant experience at every interaction
point is critical to the overall success of the business.
Responsibilities
* Proven ability to develop and execute a comprehensive business
plan focused on growth, retention, and driving revenue.
* Ability to set and achieve stretch goals while working
independently
* Can Identify, recruit, and develop key talent
* Seeks opportunities to grow business and drive sales by
capitalizing on firm initiatives
* Must be focused on bottom line performance and constantly looking
at ways to improve sales, customer satisfaction, and the entire
customer experience.
* Detailed understanding of the securities industry including
equity compensation, trading (equity/derivatives), Mutual
Funds/ETF's, Bonds, wrap products, lending.
* Train, coach, motivate and mentor the career development of
associates and provide performance guidance. Provide checkpoints
and milestones within a development plan.
* Ability to resolve complex Business to Business challenges
* Consistent coaching of team members who have ability to translate
knowledge, insights, and meticulous planning into client
solutions
* Create a team culture which drives urgency and a proactive
approach to meeting client financial needs
* Partners with associates to establish goals and objectives
according to the performance / career development program ensuring
the personal and professional success of their associates.
* Provide high level of service while further strengthening the
client relationships by anticipating needs, aligning and proposing
E*TRADE FINANCIAL products and services where appropriate.
* Research and resolve complex and difficult customer issues
related to E*TRADE Financial accounts
* Understand and analyze metrics/ reports and drive efficiency and
quality within team.
* Interview and identify candidates with required skills who meet
the job profile.
* Management and Review of all compliance/audit related required
actions
* Create a positive environment by motivating, encouraging and
engaging employees with fairness and integrity.
Requirements
* Must be flexible to meet the needs of a challenging environment
of fluctuating business needs, having the ability to lead employees
through change.
* Integrity and the ability to handle sensitive information and
maintain confidentiality.
* Outstanding customer service attitude and work ethic.
Demonstrating excellence and "above and beyond" customer service
attitude consistently in each customer service contact.
* Exceptional conflict resolution and problem solving, judgment,
and training skills.
* Excellent listening, written and verbal communication skills.
* Approachable with demonstrated leadership qualities, including
coaching, mentoring, and associate development.
* Demonstrates self-confidence and the ability to maintain
composure in difficult situations.
* Good understanding of the policies and procedures of E*TRADE
Financial.
* Seeks opportunities to gain knowledge and participates in
projects as appropriate.
* Ability to successfully complete all levels of the CS Career
Development Program.
* Accountability.
* Punctuality.
* Good understanding of relationships created by diverse customer
and employee groups.
* Detailed understanding of the securities industry including
equity and option trading.
* Proactive; anticipates situations, develops proposals and
positive solutions; knows when to seek assistance as
appropriate.
* Ability to set and achieve goals, and work independently.
* Ability to adhere to the schedule demands of a dynamic business
environment, often requiring schedule and overtime flexibility in a
24/7 environment.
* Demonstrated PC skills including familiarity with word
processing, MS Office, spreadsheets and database management.
Minimum Required Education, Certification, Training:
* Series 7, 69, 9, 10 Licenses Required
* Must be able to work overnights - 11:30 PM EST - 8:00 AM EST
* Minimum 2-years college, BS / BA Degree or equivalent combination
of education, training and experience.
* 2-Years progressively responsible supervisory experience.
* Degree in Finance, Business Management/Administration, or related
field.
* Experience in the Financial Services industry, including banking
and business management.
* 2-Years' experience in a securities/financial customer service
setting Capacity to learn new skills and knowledge on an
independent level to enhance personal development and achieve
career goals
This role requires that all successful applicants be fully
vaccinated against COVID-19 as a condition of employment and
provide proof of such vaccinations within 3 days of commencement of
employment.
Keywords: Morgan Stanley, Alpharetta , Participant Services Manager - Overnight, Accounting, Auditing , Alpharetta, Georgia
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