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Morgan Stanley

Client Advisory Center Training Facilitator

Morgan Stanley - Phoenix, AZ

Client Advisory Center Training Facilitator','3102431','Dec 20, 2017','Americas-United States of America-Arizona-Phoenix','','','Wealth Management','Full Time','Full Time','Associate','Associate','!*!Company ProfileMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Department OverviewThe Mass Affluent Business within Morgan Stanley provides wealth management services to clients remotely, through a call center model.  Employees within this business include Remote Financial Advisors, Client Service Associates, Operations Associates & Risk Officers. Position SummaryThe Client Advisory Center Training Facilitator is integral to the growth strategy of the organization.  The role will be responsible for delivering new hire, strategic initiatives and continuing education programs within a call center environment.  Facilitation will span across both instructor led and virtual programs.  The role requires an individual who is innovative, creative and can adapt to a fast paced work environment.Role Responsibilities• Facilitate core curricula or continuing education  in a classroom or virtual setting leveraging various methods  (Adobe, Web Ex, Skype, Web Cam)• Develop and deliver pre and post evaluations • Collaborates with the Quality Assurance  team to further enhance employee development and feedback• Collaborates with SMEs to tailor or amend training materials • Coach, develop and mentor participants • Prepare for engagements by reviewing course content, research and  side by side job shadowing• Use a variety of learning activities to engage participants (icebreakers, case studies)• Maintain records of training engagements  including rosters, materials, assessments','!*!Knowledge and Skills• 2-4 years  of professional training experience as a corporate trainer with classroom experience• Call center training experience required• Demonstrated ability to successfully develop and deliver training programs utilizing skills in instructional design, program design and training technologies• High energy, enthusiastic and motivational facilitation style• Superior platform skills and organizational skills• Excellent oral, written and presentation skills (ability to conduct presentations to all levels of personnel including management and internal teams)• Working knowledge of Wealth Management and contact center environment • Highly computer literate with in depth knowledge and  understanding of computer and web applications, including Microsoft Office Suite• Must be flexible, self-directed and detail-oriented• Available to travel, if needed• College degree preferred or commensurate applicable experience• FINRA Registrations highly recommended – Series 7/Series 66','Client Advisory Center Training Facilitator

38 days 19 hours ago

Morgan Stanley


Client Advisory Center Training Facilitator Morgan Stanley - Phoenix, AZ, United States


Location: Phoenix, AZ

Company Profile:
Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals worldwide. The company’s Institutional Securities segment offers financial advisory services on mergers and acquisitions, divestitures, joint ventures, corporate restructurings, recapitalizations, spin-offs, exchange offers, leveraged buyouts, takeover defenses, and shareholder relations, as well as provides capital raising and corporate lending services. This segment is also engaged in sales, trading, financing, and market-making activities, including institutional equity, fixed income and commodities, research, and investment activities, as well as offers financing services, such as prime brokerage, consolidated clearance, settlement, custody, financing, and portfolio reporting services. Its Wealth Management segment provides brokerage and investment advisory services covering various types of investments comprising equities, options, futures, foreign currencies, precious metals, fixed income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. This segment also offers education savings programs, financial and wealth planning services, annuity and other insurance products, cash management services, trust and fiduciary services, retirement solutions, and credit and other lending products, as well as fixed income principal trading services. The company’s Investment Management segment provides alternative investment products, such as hedge funds, private equity and real estate funds, and portable alpha strategies to institutional and intermediary channels, and high net worth clients, as well as is involved in real estate investing and merchant banking businesses. Morgan Stanley was founded in 1935 and is headquartered in New York, New York.