Product Support Specialist

Job title:

Product Support Specialist

Company:

Morgan Stanley

Job description

Morgan Stanley is a global financial services firm and a market leader in investment banking, securities, investment management and wealth management services.At Morgan Stanley Budapest, we are shaping the future of our global business and contributing to our local community. Our team works across numerous areas, including Technology, Mathematical Modeling, Finance, Risk Management, Operations and Data & Analytics from our new state-of-the-art offices near the Danube and our City Gate office in the heart of the city centre.This role is part of the Digital Client Experience & Platforms team that drives and defines the client and advisor experience at Morgan Stanley. As a key member of the Digital team, the Individual Retirement Product Support Specialist will work closely with our US-based team supporting individual retirement account products (including Individual Retirement Accounts (IRA) and Coverdell Education Savings Accounts (CESA)). Your role will be to conduct activities needed to maintain our IRA and CESA products, including maintaining product content, tracking feedback for product enhancements, handling client agreements and forms and managing various support activities on behalf of the Individual Retirement business.Primary Responsibilities

• Create and maintain client agreements and forms, from working with legal counsel on required language to interacting with creative services on final design.
• Maintain and update internal and external retirement content for branch offices (for e.g., news articles, training) and clients (for e.g., marketing brochures, client letters) in conjunction with the Individual Retirement Product Manager.
• Move retirement content through firm committees and approval processes.
• Manage content publication process, including proofreading and working with partner teams to create/format and publish/deliver content.
• Review and make updates to internal website to ensure all retirement pages are up to date and organized for accessibility.
• Conduct various product support activities, such as maintaining views of the competitive landscape, collecting and distributing key metrics and creating management reporting using PowerPoint.
• Support retirement related remediations and run the bank activities, as needed.
• Support retirement related technology projects, as needed, including potential activities such as working with platform partners on product enhancements and drafting requirements through user stories.
• Handle escalations of product issues, including working with partners across the organization (for e.g., Legal, Compliance, Risk, Technology, Operations) to reach resolution.
• Review, respond to and track product enhancement suggestions and feedback from Financial Advisors and other stakeholders.

Qualifications

• Bachelor’s degree, preferably in business, marketing or similar
• A minimum of 4-7 years of experience in the financial services industry and/or Wealth Management, Project/Product Management or Content Publishing/Management
• Understanding of the financial services industry; knowledge of wealth management operations and/or branch operations is a plus
• Strong sense of ownership and accountability
• Strong verbal and written communication skills with ability to tailor message to different audiences; must effectively communicate in both business and technical contexts
• Ability to manage relationships with other teams
• Ability to manage competing priorities under strict deadlines in a fast-paced environment
• Strong interpersonal skills – freely develops networks, builds consensus and prioritizes effectively
• Excellent analytical, process-oriented, problem-solving and issue-resolution skills
• Strong Microsoft Office skills (Excel, PowerPoint, etc.)
• Familiarity with JIRA, JIVE, MS Teams, Tableau
• Familiarity with Adobe Content Suite or other online publishing and content management tools is an advantage

#LI-EK1 #BPDBAWHAT YOU CAN EXPECT FROM MORGAN STANLEY:We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.We’re committed to bringing passion and customer focus to the business.Certified Persons Regulatory Requirements:
If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.Flexible work statement
Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

Expected salary

Location

Budapest

Job date

Wed, 19 Feb 2025 04:52:02 GMT

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