Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services.
The Virtual Client Solutions Training Facilitator is integral to the growth strategy of the organization. The role will be responsible for delivering new hire, strategic initiatives and continuing education programs within a call center environment - primarily for the Workplace Solutions Group.
Facilitation will span across both instructor-led and virtual programs. The role requires an individual who is innovative, creative and can adapt to a fast-paced work environment.
Essential Job Functions :
Facilitate core new hire curricula or continuing education in a classroom or virtual setting leveraging various methods (Adobe, Web Ex, Skype, Web Cam, Zoom)
Develop and deliver pre and post evaluations
Collaborate with the Quality Assurance team to further enhance employee development and feedback
Collaborate with SME's to tailor or amend training materials
Coach, develop and mentor participants
Prepare for engagements by reviewing course content, research and side by side job shadowing
Use a variety of learning activities to engage participants (icebreakers, case studies)
Maintain records of training engagements including rosters, materials and assessments
4-6 years of professional training experience as a corporate or financial services trainer with classroom experience
Call center training experience recommended
Demonstrated ability to successfully deliver training programs over extended periods and with tight completion deadlines
High energy, enthusiastic and motivational facilitation style
Superior platform skills and organizational skills
Excellent oral, written and presentation skills (ability to conduct presentations to all levels of personnel including management and internal teams)
Working knowledge of Wealth Management or Stock Plan Services and contact center environment
Highly computer literate with in-depth knowledge and understanding of computer and web applications, including Microsoft Office Suite
Flexible, self-directed and detail oriented
Be authorized to work in Canada without durational restrictions
Be able to travel domestically and internationally without restrictions
College or University Degree preferred
Series 7 / 66 required
While we thank all applicants for their interest, please note that only those individuals selected for an interview will be contacted.