Cash Management Product Support Desk Associate - Full-time / Part-time

Morgan Stanley (“MS”) is

a global financial services firm that conducts its business through three

principal business segments—Institutional Securities, Wealth Management, and

Asset Management. Wealth Management provides comprehensive financial advice and

services to its clients including brokerage, investment advisory, financial and

wealth planning, credit & lending, deposits & cash management,

annuities, insurance, retirement and trust services. Morgan Stanley’s lending, trust, and cash

management capabilities are delivered through the Private Banking Group

(“PBG”).

We continue to

significantly invest in our cash management and lending business with our

Wealth Management partners. By combining our leading wealth

management business with private banking products built specifically to serve

the needs of Financial Advisors and their affluent clients, we can meet a wide

range of client banking and lending needs, building a distinctive business

model which benefits clients, their Financial Advisors and the firm.

The PBG Banking Services

unit contains product management functions for (i) Deposit Products; (ii) Payment

Services (e.g. debit and credit cards, checking, bill pay, funds transfer/ACH,

etc; (iii) Digital Banking tools including online and mobile services; and (iv)

Field and Client engagement in support of these products and services.

The Field and Client Engagement team is seeking highly motivated

individuals, to help build out the Cash Management Product Support Desk. The Product Support Associate (PSA) will

provide support for all Cash Management products and services, including Deposit

Products, Payment Services and Digital Banking tools. The PSA will partner with and support the

following internal “clients”: Cash Management Specialists (“CMS”), Private

Bankers (“PBs”), Region Managers (“RMs”), in addition to Financial Advisors

(“FAs”), Client Service Associates (“CSAs”), and Branch and Complex management from

time to time, as needed.

Position Summary

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Demonstrate comprehensive knowledge

of all Cash Management products and services, including the specialization of

one primary or more “coverage area” (e.g. debit / credit cards).

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Deliver best in class product

service and support in partnership with the CMS to help drive engagement with

cash management products and services among Financial Advisors and Clients.

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Provide support for product

training, capabilities overviews and profiling analysis in partnership with

CMS.

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In coordination with CMS, coordinate

resolution for complicated product and service escalations which first line

support teams in the Client Service Center cannot solution.

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Work closely with first line support

teams in the Client Services Center to ensure smooth handoffs and complete

resolution of issues.

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Collaborate with internal partners (PBG

Sales, Product, Service) to determine suitable solutions to repeated escalated

issues and identify strategic product and service gaps; assist Product and

Service teams in solving these issues

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Respond to Banking Service Product escalations

submitted through internal communication channels; provide feedback to Product

teams on issue trends

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Responsible for competitive

intelligence gathering in an assigned area of focus; provide analysis to

Product teams on trends / developments

Qualifications

/ Experience

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Minimum of 2 years financial

service, cash management or banking experience required

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Excellent customer service skills;

ownership of issues through complete resolution

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Strong interpersonal and

communication skills

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Exceptional problem solving

proficiency

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Ability to handle pressure,

prioritize and multi-tasking during the course of a business day

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Strong collaboration and team skills

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Software proficiency with Microsoft

Office (e.g., Word, Excel, PowerPoint).

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Operational and Project Management

experience a plus

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Bachelor’s degree