The Product Operations Specialist is responsible for the accurate and timely management of various data and roster maintenance assignments for the Financial Advisor Websites and Locator. This role involves coordinating with internal teams and external partners to ensure data integrity and compliance with company standards. The ideal candidate will have strong attention to detail, excellent communication skills, and the ability to manage multiple tasks efficiently.
Key Responsibilities:
Regular Data / Roster Maintenance:
> Termination Report (Weekly): Identify Financial Advisors (FAs) who have left the firm to ensure their websites are removed or updated with the correct template.
> Graystone Roster Drop (Weekly): Update supplemental files based on business rosters, provide website access guidance, and send updated rosters to Yext.
> NMLS Roster Drop (Bimonthly): Process business rosters, coordinate with Yext, verify data accuracy, and report findings back to the business.
> Monthly Roster Drops: Manage GSE, Reinvestment, External Locator, and CRD roster updates, ensuring timely and accurate data transfer to Yext.
> Recruit Site Build (Weekly/Adhoc): Create websites for incoming recruits manually.
> Supplemental File Creation (Weekly/Adhoc): Update files via SharePoint and coordinate with Yext for new team site creation or FA additions.
Miscellaneous Tasks (As Needed):
> Triaging and troubleshooting incoming issues/escalations.
> VEA and regional RO access support.
> Adding Firm events and other ad hoc request on FA Websites.
> Failed Leads Remediation: Address failed leads by coordinating with Yext to correct and resubmit information.
> Manual Admin Access for Interns: Grant website access by updating entitlement files and coordinating with Yext.
> Entitlement Supplemental Management: Manually add and confirm website access for individuals not in auto feeds.
> EPR Entitlement Approvals: Manage approval processes for non-Advisors, ensuring compliance with group-specific checks.
> Responding to Negative Reviews: Collaborate with Risk Officers to guide Advisors on handling negative reviews.
> Rejecting Ownership of GMB Listings: Manage Google My Business listings for departed FAs, ensuring proper shutdown and ownership rejection.
> Reports and Trackers: Assist in refining process guides and documentation for manual data drops.
> Bulk Template Updates: Implement changes across multiple sites as needed. Qualifications:
Bachelor's degree in Business Administration, Marketing, Information Systems, or a related field.
Proven experience in data management or a similar role.
Strong proficiency in Microsoft Excel and SharePoint.
Excellent organizational and multitasking skills.
Strong communication skills, both written and verbal.
Ability to work independently and collaboratively in a team environment.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.