Service Analyst Team Manager Job Description
The Service Analyst Team Manager will provide onsite leadership to a department responsible for supporting certain administrative and transactional tasks on behalf of Regional Support Professional Coverage teams who assist Support Professionals (SPs) and Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who service our clients. These responsibilities include assisting with prefilling and packaging of account documentation, data entry for new account opening, facilitating data driven reports, assisting with meeting material prep, and reviewing and submitting expense reports and conference submissions. This manager will work closely with the onshore manager, leveraging their specialized expertise and providing essential supervision for certain functions. The role will report directly to the Head of Field Service India.
DUTIES and RESPONSIBILITIES:
Key responsibilities may include but will not be limited to the following:
> Provide onsite leadership to team members within department, including regular performance and career conversations
> Recruit and onboard new team members as needed
> Build key relationships with business partners onsite and onshore, specifically leadership counterparts
> Ensure team members adhere to policies and written supervisory procedures associated with their functions
> Optimize efficiency and productivity within the team and share opportunities to improve with business partners (e.g., technology improvement opportunities)
> Ensure team members are meeting performance and quality objectives
> Complete various projects and/or assignments as needed
> Stay current on all policies and procedure changes
> Drive employee engagement and a culture of teambuilding and inclusion EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
> Secondary Stage Education/Senior Secondary Stage
> 10 years of work experience in a field relevant to the position preferred
Knowledge/Skills
> Evidence of strong leadership capabilities or previous supervisory experience
> Excellent interpersonal and client service skills
> Effective problem solver
> Strong communication skills, written and verbal
> Detail orientated with superior organizational skills and ability to prioritize
> Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
> Strong time management skills
> Team player with the ability to collaborate with others
> Ability to work in a fast-paced, evolving environment across multiple time zones
> Adaptable and ability to multitask
> Goal oriented, self-motivated and results driven
Reports To
> Head of Field Service India
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll 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. There’s 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 https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, our firm's employees serve clients worldwide including corporations, governments, institutions and individuals.
We are committed to maintaining the first-class service and high standard of excellence that have always defined the firm and everything we do is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back.
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