Workforce Management - Gilbert, United States - Morgan Stanley
Description
Workforce Management (WFM) Analyst - (VCS)Job Number:
3250255
POSTING DATE:
Apr 16, 2024
PRIMARY LOCATION:
Americas-United States of America-Utah-Sandy
OTHER LOCATIONS:
Americas-United States of America-Georgia-Alpharetta, Americas-United States of America-Arizona-Gilbert
EDUCATION LEVEL:
Refer to Position Description
JOB:
Wealth Management
EMPLOYMENT TYPE:
Full Time
JOB LEVEL:
Associate
DESCRIPTION
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic.
Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow.
A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.We are seeking experienced professionals, to work as a Workforce Management Analyst.
In this role, you will work closely with all teams across the business including multiple Wealth Management teams to provide operational management support in a virtual branch environment.
The Workforce Management Analyst is expected to provide analysis, support, and overall relationship management with multiple Business Units. You will also work on consultative projects and/or remediation efforts as outlined by the business.This role will can be located at one of our following locations: Gilbert, AZ, Sandy, UT or Alpharetta, GA
Primary Responsibilities
- Partner with Virtual Client Solutions (VCS) leaders/stakeholders to communicate processes for schedule development and workforce optimization
- Ensure tasks are performed to a consistently high level to deliver value to the VCS Sales and Service teams
- Help business leaders identify contact center metric trends and proactively plan for resource needs
- Review data and WFM platforms for all historical patterns (Monthly Updates, Shrinkage Calculations, AHT and NCO patterns, Day of Week patterns, Seasonality trends)
- Continuous improvement projects, focusing on people and processes
- Partner with internal and external team for new technology implementations
- Create and review models and reporting for analysis based on business need
- Respond to changes in contact center metrics in an appropriate way, as outlined by the business
- Partner with Executive Leadership team on other initiatives as needed across the organization
QUALIFICATIONS
- Required Qualifications
- 3 years of experience as a Workforce Management Analyst or as a Data Analyst in a multichannel call center environment of at least 150 employees
- Working knowledge of call center forecasting and workforce capacity planning with the ability to analyze data and identify trends
- At least 3 years of experience with forecasting / scheduling software, preferably Genesys, Teleopti and IEX
- Experience working with reporting platforms such as Tableau and Power BI
- Demonstrated experience with effectively managing multiple deliverables and competing priorities
- Experience developing and executing plans that meet or exceed established Service Level and efficiency goals
- Experience communicating effectively with coworkers, management team or other departments while maintaining confidentiality as appropriate
- Preferred Qualifications
- Knowledge in Automatic Call Distribution (ACD) technology
- Demonstrated ability in the creation of dashboards and reports
- SQL knowledge
- Highly skilled in complex problem solving, judgement, critical thinking and decisionmaking
- Exceptional communications skills, organization and attention to detail
- Ability to work independently with mínimal supervision
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
keywords:
WFM, workforce, call center, ACD, IEX, Genesys, analyst, logistics, contact center, schedules, change requests, SLA, operations, service, agents, trends, volume, reporting, forecasting, capacity
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