Morgan Stanley Hiring for Senior Stock Plan Consultant, Participant Services at Alpharetta, Georgia Full Time

SUMMARY

Seeking experienced financial professionals to join our Participant Services team dedicated to servicing E*TRADE’s mass affluent stock plan participants. This role will provide excellent customer service and demonstrate creative problem-solving skills to help participants navigate their equity compensation and provide guidance for their broader financial picture. The ideal candidate for this role will be able to offer knowledgeable support in a professional and efficient manner, while taking the initiative to stay up to date on both company products and services, as well as broader trends in the industry.

The ETRADE Participant Services team is responsible for servicing the needs of ETRADE’s stock plan participants with up to $1,000,000 in stock plan assets. Senior Stock Plan Consultants are the face of ETRADE to our participants and seek to build trust and develop relationships to deliver the full value of the firm. This fast-moving team cultivates a fundamental set of skills that are essential to a successful, client-focused career in financial services. The Senior Stock Plan Consultant role offers significant opportunity for growth, both within the team and at ETRADE more broadly. Additionally, the role is eligible for incentive compensation tied to the individual’s contributions in creating successful and meaningful client relationships across the firm.

If you are passionate about educating clients and helping to meet their financial goals, E*TRADE Participant Services offers a unique opportunity to do so with multiple career paths and opportunities.

RESPONSIBILITIES

• Manage daily volume of inbound calls and emails from executives, providing white-glove’ customer service and addressing both their equity compensation and broader financial needs
• Formulate and deliver solutions for participant inquiries, ranging from foundational guidance to more complex product-related questions
• Demonstrate vast knowledge of and provide support on all issues pertaining to equity compensation, as well as a comprehensive understanding of relevant products and services offered by E*TRADE
• Balance efficient issue resolution with discovery conversations to identify opportunities for deepening client relationships
• Engage with participants through outbound campaigns across the course of the participant lifecycle, introducing additional wealth and liquidity solutions where appropriate
• Understand organizational structure to engage appropriate colleagues and teams across E*TRADE to resolve problems and issues
• Assist in the leading of internal meetings, training and coaching sessions as directed by team leaders
• Carry out responsibilities with attention and adherence to E*TRADE’s core values – Customer Focus, Agility, Reliability, and Innovation

QUALIFICATIONS

• Current FINRA Series 7 and 66 (or 63) licenses required
• Education or training equivalent to BA/BS; a concentration in financial services fields is preferred
• Outstanding problem resolution, troubleshooting and training skills
• Complete understanding of the securities industry, including equity and option trading, and a thorough understanding of advanced product information
• Positive and professional customer service attitude and work ethic
• A passion for understanding participants’ financial needs in an objective manner and seamlessly deliver the full value of E*TRADE
• Ability to act with sensibility and professionalism within a dynamic business environment with minimal supervision
• Outstanding oral and written communication skills
• Ability to work flexible shift assignments and additional hours when business needs dictate (this position is eligible for overtime pay)

Job: *Digital

Title: Senior Stock Plan Consultant, Participant Services

Location: Georgia-Alpharetta

Requisition ID: 3184871