HNW Lending Product Support Associate

Morgan Stanley Wealth Management seeks a high potential SBL Product Support Desk specialist to provide direct support to Financial Advisors, Service Professionals, and Private Bankers with comprehensive knowledge of all SBL products and services. The role requires an understanding of both bank and broker‑dealer SBL product offerings.

• Provide best‑in‑class service and support to Private Bankers, Financial Advisors, and Service Professionals.
• Partner closely with Sales and other internal partners to ensure complex transactions are escalated appropriately.
• Prepare and provide Bank Reference Letters and Letters of Intent as requested by Sales partners.
• Review and approve Power of Attorney on client SBL accounts.
• Develop and deliver SBL training content and material for presentations to Sales partners.
• Ensure an exceptional experience by providing feedback to product managers on potential product and service enhancements.
• Use data to analyze business trends, create reports, presentations, and other materials for management.
• Assist with various projects and reporting as required by management, including detailed presentations outlining the team’s performance, strategy, and initiatives.

• Minimum 2 years of banking/finance industry experience.
• BA or BS degree.

• Customer support and operations background.

• Excellent verbal and written communication skills. Extraordinary client service aptitude.
• Problem solving: demonstrate creativity and thoughtful solutions in framing private banking transactions.
• Self‑starter with the ability to work under pressure, meet deadlines, multi‑task, and manage expectations.
• Detail orientation with strong organizational and analytical skills.
• Proficient with Microsoft Office, especially Excel and PowerPoint;
  Tableau/Access/SharePoint skills a plus.

Expected base pay rates for the role will be between $58,000 and $115,000 per year at the commencement of employment. Base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which 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 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.

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