Top 6 Customer service specialist finance Jobs in Maryland

Financial Planning Service Desk, Analyst/Associate, Global Investment Office
Morgan Stanley —Baltimore, MD
- $70,000 - $85,000 a year
- Background check
- Mid-level
- Office
- Health savings account
- Paid holidays
Account Manager- Merchant Services
Huntington Bank —Hagerstown, MD
- $70,000 - $140,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Wellness program
- Paid holidays
7d
URGENT HIRING: Financial Wellness Advisor / Member Services Representative
DEPARTMENT OF LABOR FEDERAL CREDIT UNION —Hillcrest Heights, MD
- $18 an hour
- Mid-level
- High school diploma or GED
- Communication skills
Quick Apply
9d
Customer Service Specialist - Finance
City of Aberdeen —Aberdeen, MD
- From $18 an hour
- 18 years or older
- Word processing
- Computer literacy
- Paid holidays
- Disability insurance
Quick Apply
9d
Patient Financial Advisor I (Hybrid), Day Shift, Patient Customer Service
Adventist HealthCare —Gaithersburg, MD
- $19.64 - $25.65 an hour
- Full-time
- Microsoft Excel
- Hospital
- Customer service
- Free parking
- AD&D insurance

More jobs to discover

Find similar jobs that you might be interested in.

Outside Sales Agent - Base Pay + Bonuses $100K+
Slice Merchant Services —Maryland
Ability to self-source your own leads through a combination of cold calling and networking. Proven outside or field sales experience with a track record of…
$75,000 - $100,000 a year
Quick Apply
Bank Teller
Shore United Bank —Easton, MD
You will handle a variety of transactions while engaging customers in thoughtful conversations to understand their goals, answer questions, and recommend…
$19 - $23 an hour
Quick Apply

Show more similar jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Client Relationship Analyst
Morgan Stanley —Columbus, OH
Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with Fas/PWAs/teams as needed). Industry experience is a plus.
Private Client Experience Specialist - Westerville, OH
JPMorganChase —Westerville, OH
Support Bankers in deepening client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business…

I want to receive the latest job alert for customer service specialist finance in maryland

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

customer service specialist finance jobs near maryland

Customer Service Representative jobs in Aberdeen, MD

Account Manager jobs in Hagerstown, MD

Financial Advisor jobs in Gaithersburg, MD

Financial Planning Analyst jobs in Baltimore, MD

Customer Service Representative jobs in Albuquerque, NM

Customer Advocate jobs in Remote

Remote Banking Service jobs in Washington State

Customer Service Representative jobs in Wisconsin

Customer Service Manager jobs in Dallas, TX

Pharmaceutical Sales Representative jobs in Pittsburgh, PA

Customer Service Representative jobs in Rockford, IL

Customer Service Representative jobs in Rogers, AR

Account Manager jobs in Denton, TX

Account Manager jobs in Boise, ID

Part Time Case Manager jobs in Los Angeles, CA

Account Manager jobs in Fort Lauderdale, FL

Account Manager jobs in Alpharetta, GA

Project Manager jobs in Corpus Christi, TX

Account Manager jobs in Murfreesboro, TN

Account Executive jobs in Michigan

Financial Planning Service Desk, Analyst/Associate, Global Investment Office

Morgan Stanley -
Baltimore, MD

Apply Now

Job Details

$70,000 - $85,000 a year

Benefits

Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Financial planning services
Paid time off
Parental leave
Vision insurance
Life insurance

Qualifications

Bachelor's degree
Securities Industry Essentials

Full Job Description

The Financial Planning Service Desk Analyst/Associate will be responsible for helping Financial Advisors and Client Service Associates navigate Morgan Stanley’s financial planning tools. A key component of the role will be to aggregate and log feedback from Financial Advisors and their teams. Additionally, the role will require associates to identify, resolve, and escalate technical issues. The Analyst/Associate will need to focus on specific metrics and deliver a high level of service to Financial Advisors while providing navigational guidance, feedback aggregation and issue escalation / resolution.

This role will involve partnerships with other key financial planning stakeholders. Analysts/Associates will gain exposure to Financial Planning Directors and many other home office resources. All Financial Planning Service Desk Analysts/Associates will be encouraged to complete the Financial Planning Specialist designation. This is a Morgan Stanley designation that recognizes one’s expertise and interest in financial planning. In addition, the designation serves as the first section of the Certified Financial Planner (CFP) certification course. Upon completion of the designation, Financial Planning Service Desk Analysts/Associates will be able to pursue the CFP. Analysts/Associates will participate in regular networking events and professional skill workshops. This role will give Analysts/Associates vast exposure to wealth management and prepare them for a future at the firm.

This person will report to the team manager and leverage Morgan Stanley’s state-of-the-art financial tools with experienced Financial Advisors, helping them develop their business and increase client engagement.

Job Responsibilities:

Navigate and provide expert level guidance to Financial Advisors and Client Service Associates looking for assistance utilizing Morgan Stanley’s financial planning tools
Thoughtfully aggregate feedback and address technical issues
Field incoming calls and provide world-class level of service
Consider service metrics and work to consistently improve efficiency of the team
Learn and have awareness of Morgan Stanley’s broader set of digital tools
Work closely with the key financial planning stakeholders and other members of home office team
Interest in achieving Financial Planning Specialist designation / Certified Financial Planner® certification

Qualifications:

Securities Industry Essentials (SIE) required, Series 7 and 66 preferred and required within 4 months of joining the team
Bachelor’s degree required
2+ years of financial services experience or related industry preferred, but not required
Strong verbal and written communication skills required
Detail oriented with an ability to handle multiple priorities
Ability to work efficiently under pressure, with a focus on the client experience
Ability to problem solve and identify the strengths and weaknesses of alternative solutions
Team-oriented approach
Successful completion of background check and pre-employment assessments

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Salary range for the position: 70,000 and 85,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .

Apply Now

Refine Your Search

customer service specialist finance jobs in maryland

Financial Planning Service Desk, Analyst/Associate, Global Investment Office

Account Manager- Merchant Services

URGENT HIRING: Financial Wellness Advisor / Member Services Representative

Customer Service Specialist - Finance

Patient Financial Advisor I (Hybrid), Day Shift, Patient Customer Service

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alert for customer service specialist finance in maryland

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected