Participant Relationship Manager- Team Lead at Morgan Stanley (Salt Lake City, UT)

| Salt Lake City, UT
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WithinMorgan Stanley, Workplace Solutions Group manages and services employee stockbenefit plans for over 300 corporate clients and 1.5 MM+ plan participants inover 150 countries.


TheWorkplace Solutions Group (WSG) Team Lead serves as a direct liaison for theSection Manager by providing functional support and subject matter expertise toSupport Professionals. The Team lead will report directly to the Branch Managerwith a dotted line to the Section Manager.

TheTeam Lead will primarily oversee all areas of functional and first lineescalation support for Service Professionals. Additionally, the Team Lead willassist Section Managers to ensure team members are aligned with businessexpectations and continue foster WSG core values and principles.

Dutiesand Responsibilities:

  • Primary responsibility to provide on-site subject matter assistance to Support Professionals, with focus on consistency, quality, and compliance with Firm policies and procedures
  • Work with Section Managers to implement, drive, and adhere to business strategies
  • Effectively communicate important topics to Support Professionals, including but not limited to, business announcements, procedural updates and volume driving events
  • Manage relevant system approvals for service professional and / or participant requests
  • Assist and promote adoption of business initiatives, projects and remediations
  • Respond to field first level of participant escalation matters
  • Act as liaison between the site and various departments within the Firm as necessary
  • Engage in real time service level and Support Professional scheduling adherence monitoring
  • Provide various site coverage where needed due to call volume influx (i.e. covering inbound call overflow)


Skills and Qualifications

  • Confident, self-motivated and a fast learner
  • Excellent communication skills: Written and Oral
  • Continuously seeks to improve the delivery of service
  • Experience with the professional development of others
  • Broad understanding of the Financial Services Industry
  • Embraces the firms core values
  • Exceptional problem solving skills and attention to detail
  • Proactive in contributing to the success of the team through process improvements and information sharing

Education and Certification Requirements:

  • Two or more years of industry experience
  • Bachelor's degree preferred
  • Active Series 7, 63 and 65 OR Series 7 and 66

Keywords: Gilbert, Phoenix, call center, contact center, team lead, leader, coach, mentor agents
More Information on Morgan Stanley
Morgan Stanley operates in the Financial Services industry. The company is located in Rochester, NY, New York, NY, Purchase, NY, Conshohocken, PA, Baltimore, MD, Richmond, VA, Westlake, OH, Beavercreek, OH, Tampa, FL, Kansas City, MO, Omaha, NE, New York, NY, San Francisco, CA and San Francisco, CA. Morgan Stanley was founded in 2022. It has 87899 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 250 open jobs at Morgan Stanley, click here.
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