> Markdown version of [/jobs/ext/2008562-hnw-lending-product-support-associate](https://www.wearedevelopers.com/jobs/ext/2008562-hnw-lending-product-support-associate). Every page supports `.md` or `Accept: text/markdown`. Links point to the HTML versions so they work for humans too. Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # HNW Lending Product Support Associate - **Company:** Morgan Stanley - **Location:** United States - **Experience:** Experienced - **Salary:** $115,000.0 - **Contract:** Permanent contract - **Skills:** Microsoft Access, Microsoft Excel, Data Analysis, Databases, Web Browsers, Microsoft Office, Microsoft PowerPoint, Microsoft SharePoint, Tableau (Software) - **Published:** August 9, 2026 - **Apply:** https://www.careerbuilder.com/job-details/hnw-lending-product-support-associate-purchase-ny--c2ace966-7676-48a4-8168-e511d07789da ## About the Role * Minimum 2 years of banking/finance industry experience. * BA or BS degree Qualifications (PREFERRED): * Customer support and operations background Skills / Abilities * 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., Alliance/Partner Management, Attorney, Bank Management, Banking Services, Brokerage, Business Analysis, Cash Management, Communication Skills, Customer Service Operations, Customer Support/Service, Data Analysis, Diversity, Employee Benefits, Finance, Financial Planning, Financial Services, Financial Transactions, Global Financial Markets, High Net Worth, Inside Sales, Investment Management, Legal, Liquidity, Loans, Materials Management, Microsoft Access Database, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Microsoft SharePoint, Multitasking, Partner Sales, Presentation/Verbal Skills, Private Banking, Product Support, Reporting Skills, Residential Mortgages, Risk, Sales Presentation, Securities, Securities Lending, Tableau, Time Management, Trend Analysis, Wealth Management, Web Browsers, Writing Skills ## Description We are seeking a high potential SBL Product Support Desk specialist to provide direct support to Financial Advisors, Service Processionals, and Private Bankers through comprehensive knowledge of all SBL products and services. The candidate will develop the skills required to become an SBL subject matter expert and establish key partnerships with Sales, Risk, Legal, Operations, Credit and other key constituents. In addition, team members share their expertise through formalized presentations with Sales partners. The team also work closely with product managers to provide feedback on challenges faced by our Sales and internal partners and recommend product enhancements. 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. ## Related Videos - [Data Science in Retail](https://www.wearedevelopers.com/videos/586-data-science-in-retail) - [Pioneering AI Assistants in Banking](https://www.wearedevelopers.com/videos/1627-pioneering-ai-assistants-in-banking) - [How Web AI Can Power the Agentic Web - Jason Mayes (Google)](https://www.wearedevelopers.com/videos/1896-how-web-ai-can-power-the-agentic-web-jason-mayes-google) - [Kubernetes and Microservices with Multi-Model Databases](https://www.wearedevelopers.com/videos/382-kubernetes-and-microservices-with-multi-model-databases) - [Microservices architecture as a key element in building trading systems for global finance markets](https://www.wearedevelopers.com/videos/1196-microservices-architecture-as-a-key-element-in-building-trading-systems-for-global-finance-markets) - [Data Science on Software Data](https://www.wearedevelopers.com/videos/162-data-science-on-software-data) ## Related Articles - [Data Analyst Salary in the UK](https://www.wearedevelopers.com/magazine/278-data-analyst-salary-in-the-uk) - [Data Analyst Salary in Switzerland](https://www.wearedevelopers.com/magazine/276-data-analyst-salary-in-switzerland) - [Best Companies to work for in London: Top 25 Companies in 2023](https://www.wearedevelopers.com/magazine/187-best-companies-to-work-for-in-london-top-25-companies-in-2023) - [Software Developer Salary in Switzerland [2023]](https://www.wearedevelopers.com/magazine/215-software-developer-salary-in-switzerland-2023) - [Making Data Warehouses Fast: A Developer’s Story](https://www.wearedevelopers.com/magazine/107-making-data-warehouses-fast-a-developer-s-story) - [Software Engineer Salary London](https://www.wearedevelopers.com/magazine/252-software-engineer-salary-london)