We're seeking someone to join our team as an Associate in Operations to provide operational and customer service support to Morgan Estate and Inheritor Services team by assisting with clients accounts during the inheritance process.
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 a Professional position at the Associate level within Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships.
Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.
At Morgan Stanley Columbus, we support the Firm's global Wealth Management, Private Banking, Operations and Technology divisions. Morgan Stanley has been rooted in the Columbus community since 2003. We offer best-in-class centers of excellence to support our clients with various call centers achieving J.D. Power certification since 2018. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. There's ample opportunity for innovation, deep learning and career progression for those who show passion and grit in their work. And we proudly give back to local nonprofit organizations in the Columbus community by offering up our unique skillsets, thousands of volunteer hours and dedicated financial support.
Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on…
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
· Provide dedicated one-on-one support for the client throughout the inheritance process leveraging effective relationship management skills
· Provide world class customer service to both internal and external clients in all interactions
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
Series 7 and 66 (or 63 & 65) licenses preferred
Culture carrier across Operations, embracing the Firm's core values
Ability to diagnose and solve problems creatively
Ability to multi-task and manage time effectively
Attention to detail in both service interactions and processing tasks
Excellent listening, written, and verbal communication skills
At least 2 years' relevant experience would generally be expected to find the skills required for this role
Four-year degree in Finance, Economics, Business Management, or equivalent experience
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries.
At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. Our Firm is differentiated by the caliber of our diverse team, while our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity
We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.
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. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).