Morgan Stanley Mock Interview
Excel in Morgan Stanley interviews with 30 questions covering markets, client scenarios, and financial analysis.
Question 9 of 30
Tell me about the systems and tools that you lean on to do your job.
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Rachelle Enns is an interview coach and job search expert. She works with candidates to perform their best in employment, medical, and post-secondary admission interviews.
Not only do you want to advertise that you are fully versed in the current tools of your trade, but you also should go deeper into the unique systems and tools you've developed to ensure you are a top performer in your field. These self-implemented tools could aid your time management skills, project management skills, or client tracking tools. Whatever systems and tools you use that help you ensure consistent success, share them here.
Rachelle Enns is an interview coach and job search expert. She works with candidates to perform their best in employment, medical, and post-secondary admission interviews.
"First and foremost, I use my CRM all day long and rely heavily on it for my pipeline of business and existing client portfolio. I use Capsule because it's a CRM that allows me to share progress with my team should we work on larger investment accounts together. Aside from my CRM, I also use email marketing automation software, which allows me to keep my leads warm with an email funnel that I have automated. A new tool I love is NestEgg Estimator, a Google app that takes my client's finances and breaks them down into income, taxes, assets, and debt, better helping me calculate their retirement needs. The app allows me to play out various scenarios, such as changes in job, expenses, and spending."
Rachelle Enns is an interview coach and job search expert. She works with candidates to perform their best in employment, medical, and post-secondary admission interviews.
"I have been teaching myself a few new tools in anticipation of my first job in wealth management. These tools include Salesforce CRM, where I have been taking their free webinars and tutorials. I have used YouTube channels to learn additional tech, such as Black Diamond, a cloud-based portfolio management platform. I understand that Black Diamond will help me with information aggregation, customizing reports, and other tasks required as a junior advisor."
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