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Morgan Stanely Smith Barney Work Values
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Daily Duties at Morgan Stanely Smith Barney:
Second in command/manager of a branch of 75 employees, conducting $30million in business. Supervise, train and mentor operations and support staff, consisting of client service associates, wire operator, cashier, CG analyst, Marketing Associates, Sr. Operations Manager and Control Admin (total of 25 direct reports). Ensure operational work is accurately and efficiently processed and scanned, providing service to client and protecting the firm from financial loss and liability. Conduct and complete quarterly RCSA to ensure branch is in compliance with processes and procedures. Continually inform branch of new procedures and remind all branch employees of current procedures to help focus on a “clean” audit. Review, monitor, and help minimize errors. Assist Branch Manager in annual budget development. Monitor and review P&L monthly to control expenses, remove legal issues and monitor significant changes. Assist Branch Manager in all branch supervision including specialized areas in our branch consisting of Stock Purchase Plans, NRA Focus office, Institutional and 401K specific Financial Advisors. Provide ongoing training to assure customer service and sales goal are met and customer retention is maintained. Career path, continually train, provide coaching, promote telephone etiquette, internal and external customer service, and team morale. Support our Branch Manager with any and all questions, projects and reports where needed. Completed NRA Focus office in Miami, FL, Stock Plan Services Director Designation, and Financial Planning Specialist, Completed and received a certificate of completion for Leadership Training Levels 1-3. Series 3 Obtained
What they like about Morgan Stanely Smith Barney:
Working for a company with an emphasis on social values and helping society is a clear and important priority for you - a critical factor in who you choose to work for. In contrast to other factors, you place an organization's reputation for fairness and concern for the community above most other aspects of the company. As you search for a new job opportunity, it is usually possible to find out if the company is involved in the community and/or if it is addressing problems and issues in society. Pay special attention to non-profit organizations and those specifically involved in social action. Moreover, speaking with current and former employees should enlighten you to perceptions of the fairness of the company's leaders and the treatment of employees.
Information about Morgan Stanely Smith Barney
Company Rank: Not Available
Average length of employment : 25 years
Average salary of employees: $86,100
These are some of the questions we asked our climbers about their experiences with Morgan Stanely Smith Barney:
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| Were your performance expectations clearly communicated? | 0.0 |
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| Were you recognized for meeting or exceeding expectations? | 0.0 |
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| Did you feel like your personal contribution was important? | 0.0 |
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| Was your career path clearly outlined and discussed? | 0.0 |
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| I would recommend this as a place of employment. | 0.0 | |
| I believe in the purpose of this organization. | 0.0 | |
| I would work for this organization again. | 0.0 | |
| I feel employees are fairly compensated. | 0.0 |
