Summary:
The Fixed Income Service Specialist is responsible for servicing and supporting our fixed income customers who are primarily self-directed. They are also responsible for performing unsolicited trade orders and answering any fixed income customer service inquiries.
Responsibilities:
Assist online clients with order management and execution.
Works closely with the Trading Desk on trade support issues regarding online fixed income trades.
Willing to listen and build professional rapport with team members as well as the leadership team.
Ensures key service metrics and other goals are met.
Assist other groups with trade related inquiries as needed.
Provides input on website functionality and client feedback to internal partners.
Represents FISS with operations, training, recruiting, facilities and other departments.
Resolves both simple and complicated problems in the day to day operations of the FISS team.
Qualifications
Basic:
Bachelor's Degree (Finance, Business Management/Administration/Business related discipline strongly preferred) or an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education).
Series 7 and 63 required.
1-3+ years of financial services experience with at least 2 of those years working specifically in a customer service function, fixed income experience a plus.
Preferred:
Previous experience with fixed income sales.
Fixed Income product knowledge (brokered cd's, muni's, corps, government securities).
Knowledge of Tradeweb, Bloomberg and Salesforce desirable.
Knowledge of MS Office suite, with strong Excel skills.
An additional experience of proven leadership and management skills to include hiring, training, coaching, conflict resolution, performance management, time management is desirable.
Experience developing a culture of high standards, cohesive teamwork, and customer focus.
Experience with managing workflows, processes, and schedules to accomplish goals.
Effective oral & written communication skills, excellent interpersonal skills, able to present with credibility and authority. Must be able to effectively communicate with all levels of management.
Responsible, reliable, and accountable. Ethical and able to instill a clear sense of purpose in others.
Flexible in terms of scheduling and workload.
Expected base pay rates for the role will be between $28.85 and $52.89 per hour at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).