Financial Planning Service Desk, Analyst, Global Investment Office

Welcome to Morgan Stanley, a leading global financial services firm. Are you passionate about helping clients achieve their financial goals? Are you knowledgeable in the field of investment management and eager to join a dynamic team of experts? If so, we have an exciting opportunity for you as a Financial Planning Service Desk Analyst in our Global Investment Office. In this role, you will be responsible for providing high quality financial planning support to our clients, utilizing your expertise to help them make informed investment decisions. We are seeking individuals who are driven, detail-oriented, and possess excellent communication skills. So if you have a passion for finance and a desire to make a positive impact on clients' lives, we encourage you to apply for this position and become an integral part of our team.

1. Provide high quality financial planning support to clients in a timely and efficient manner.
2. Utilize expertise in investment management to assist clients in making informed decisions.
3. Serve as the main point of contact for clients, responding to inquiries and providing guidance on financial planning matters.
4. Collaborate with the Global Investment Office team to stay updated on industry trends and best practices.
5. Conduct thorough research and analysis to develop customized financial plans for clients.
6. Maintain accurate and detailed records of client interactions and financial plans.
7. Proactively identify opportunities to improve and enhance the client experience.
8. Stay up-to-date on regulatory changes and compliance requirements in the financial services industry.
9. Provide exceptional customer service, building strong relationships with clients and acting as a trusted advisor.
10. Continuously strive to meet and exceed performance goals and targets.
11. Communicate effectively with team members and management, providing regular updates on client interactions and progress.
12. Demonstrate a strong understanding of Morgan Stanley's products and services, and effectively promote them to clients when appropriate.
13. Participate in training and development opportunities to enhance knowledge and skills.
14. Adhere to company policies and procedures, ensuring compliance and risk management.
15. Contribute to a positive and collaborative team environment.

According to JobzMall, the average salary range for a Financial Planning Service Desk, Analyst, Global Investment Office in Baltimore, MD, USA is $50,000 to $75,000 per year. However, this can vary depending on factors such as experience, education, and specific job responsibilities.

Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors.