Consulting Group Advisory Field Support (AFS) Product Specialist

Morgan 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 forty-three 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 dedicated team ethics. 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.

Position Summary

The Consulting Group’s Advisory Field Support (AFS) team is the primary Advisory business contact for Morgan Stanley Wealth Management. Advisory programs provide clients with ongoing professional investment advice, guidance on investment selection, and asset allocation construction through a variety of vehicles within a wrap-fee account structure. The AFS Product Specialist provides subject matter expertise and day-to-day support to Financial Advisors and branch personnel across Advisory program guidelines, trading support, operational processes, and the systems/tools that enable the Advisory business. This role helps Advisors deliver consistent client service, operate within program requirements, and grow their Advisory business through best practices and initiative-taking education.

Responsibilities

• Provide high-volume phone support to Financial Advisors and branch office personnel.

• Use Advisory support applications and related firm systems/tools to research and resolve inquiries.

• Provide initiative-taking education and guidance on Advisory programs, including product features, policies, procedures, and systems navigation.

• Support servicing needs including new account opening procedures, proposal generation for existing clients and prospects, trading-related questions, and training on program guidelines.

• Leverage and promote internal AI/knowledge resources to improve inquiry resolution, service efficiency, and team workflow.

• Identify process and client-service improvement opportunities; provide feedback and recommendations to department management.

• Collaborate with team members to manage call volume and service levels while delivering outstanding service.

• Document interactions and follow-ups using Customer Relationship Management (CRM) systems.

• Participate in AFS cross-training to broaden knowledge across Advisory programs.

Qualifications

Required

• Bachelor’s degree in Economics, Finance, or a related field; coursework should include investments (stocks, bonds, ETFs, mutual funds), portfolio construction, and asset allocation concepts.

• Strong customer service orientation.

• Clear, efficient communicator with strong people skills.

• Initiative-taking, collaborative, and able to prioritize in a challenging environment.

• Ability to build effective relationships across departments.

• Purposeful, flexible, and able to adapt to change.

Preferred

• Professional experience in financial services; exposure to investment products is a plus.

• FINRA Series 7 and Series 66 (preferred; not required).

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