We're seeking someone to join our team as an Associate in Wealth Management Client Reporting Operations to support the onboarding and maintenance of externally held investment accounts that enable comprehensive client reporting across Morgan Stanley's Wealth Management platform.
In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position level position within the Product Support & Services, which is responsible for providing transaction support and managing post execution processes.
What you'll do in the role:
- Execute processes/functions and/or support process management and project efforts, leveraging knowledge of the systems, markets and instruments that influence the team
- Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements
- Build relationships within team and internal stakeholders, sharing knowledge to contribute to team output
- Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution
- Process account onboarding and maintenance requests received from branch and field partners to support client performance reporting capabilities
- Review account documentation, perform required due diligence, and ensure timely and accurate setup of externally held assets within internal reporting platforms
What you'll bring to the role:
- Ability to establish clear goals and priorities, and address non-standard issues within area of expertise with minimal guidance and supervision
- Subject matter expertise in business area supported, client requirements, and ability to ensure control is not compromised to comply with client requests
- Culture carrier across Operations, embracing the Firm's core values
- Understanding of financial services operations and investment account servicing processes
- Ability to effectively partner with Financial Advisors, branch personnel, and internal stakeholders to resolve inquiries and drive timely onboarding outcomes
- At least 2 years' relevant experience would generally be expected to find the skills required for this role
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
Expected base pay rates for the role will be between $65,000 and $103,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
