Operations Analyst, Client Segments, Analyst, Wealth Management

About Us:

Morgan Stanley is a global financial services leader with three core businesses - Institutional Securities, Asset Management, and Global Wealth Management.  Global Wealth Management is offered by the Morgan Stanley Wealth Management (MSWM) franchise, which has one of the world’s largest networks of Financial Advisors.  This role is in the Morgan Stanley Field Service organization. Field Service encompasses a wide range of services and support designed to add value to our clients with a shared goal of serving the best interests of our branches and our clients.

Position Summary:

Service Associates perform operational support and oversight on behalf of the Market, in addition to general support functions and special projects. The role is responsible for functions to execute across various processes including: reporting, cashiering, asset movement and account support. The Service Associate must have the ability to resolve problems using all available resources and escalate matters, as necessary.

Responsibilities:

Operational Support:

• Support cashier functions in a clerical capacity, such as reviewing and updating select check deposits
• Execute actionable items upon review of delegated reports and requests to meet service level expectations
• Assist with execution of unified estate processing
• Assist Service Leadership in a clerical capacity to support timely responses to select operational alerts and case management requests according to Firm policies and procedures
• Organize and track progress against operational remediation projects
• Assist with procedural review and updates of select unified estate processes
• Identify gaps within processes or procedures actioned within the branch and escalate to management team  
• Maintain focus on evolving policy and platform changes, participating in new learning opportunities, peer sharing and cross-training opportunities, and conference calls as needed

Education or Experience:

• Secondary Stage Education/Senior Secondary Stage
• Industry experience is a plus
• Experience of 6months to 2 Years

Knowledge/Skills:

• Ability to work proactively and independently in a fast-paced, evolving environment
• Detail oriented with  strong organizational skills and ability to prioritize tasks
• Team player with the ability to collaborate with others
• Strong communication skills
• Proficient computer skills and knowledge of Microsoft Office products

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years.  Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.