Morgan Stanley Virtual Advisor Service Team Manager
| Company | Morgan Stanley |
|---|---|
| Location | Tampa, FL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Senior, Expert or higher |
Requirements
- Registrations: SIE, Series 7, Series 66 (or 63 AND 65), and Series 9/10
- Minimum Years of Experience: 2+ years in management and 5 years of Financial Services experience
- Ability and willingness to obtain other licenses determined by management
Responsibilities
- Maintains the highest ethical standard and delivers client solutions that add value and build lasting relationships
- Primarily responsible for service and operations functions within the complex establishing a standard of consistency, quality, and compliance with Firm policies and procedures
- Responsible for supervision and development of Service Professionals through coaching, feedback, exposure, and stretch assignments
- Promotes a team environment that values, encourages, and supports differences
- Establishes and maintains effective Morgan Stanley Virtual Advisor partnerships
- Establishes a thorough understanding of the Firm’s products to provide support and direction to their team
- Effectively leads in and identifies trends in the contact center
- In conjunction with Senior Leadership, works with HR and Legal to manage employee relation issues
- Assists in regulatory, legal and compliance issues related to their team members
- Thoroughly understand all Morgan Stanley systems and comply with all Morgan Stanley policies and procedures
Preferred Qualifications
- Proven ability to develop and execute a comprehensive team business plan focused on growth, retention, and driving revenue
- Excellent knowledge of compliance practices and proven track record working within industry and regulatory parameters
- Exhibit initiative in expanding knowledge across our business and participating in departmental projects to help provide the best client experience
- Personal commitment to setting and accomplishing goals
- Displays trust-worthy attributes
- See all projects/client inquiries through to completion – taking ownership
- Demonstrates self-confidence and the ability to maintain composure in difficult situations
- Promote teamwork and understand which decisions can be made independently and which involves collaboration with others
- Outstanding oral and written communication skills