Field Services Associate

Morgan StanleySouth Jordan, UT, US

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Associate in Wealth Management Operations

We're seeking someone to join our team as an Associate in Wealth Management Operations with the Estate & Inheritor Client Services team at Morgan Stanley. Our team is dedicated to assisting clients and our branch partners with the inheritance process. The Specialist's role involves managing the collection of required documentation, asset transitions for clients, serving as a Subject Matter Expert on inheritance requirements and processes, and providing support to Wealth Management Clients, Financial Advisors, Client Service Associates, and Branch Management.

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, driving strategic automation solutions by embracing a transformation mindset and challenging the status quo. This is an Associate level position within Product Support & Services, which is responsible for providing transaction support and managing post execution processes.

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.

Morgan Stanley Salt Lake has been rooted in the community since 1997 and supports the Firm's global Wealth Management, Operations and Technology divisions. With the recent acquisitions of E

TRADE and Solium, Morgan Stanley super-charged its Wealth Management and Corporate and Institutional Solutions businesses to deliver a first-class experience for investors, traders and institutional clients and participants. Our talented teams have established strategic centers of excellence and earned multiple awards, including J.D. Power Customer Service Certification for more than 5 years. We proudly give back to local nonprofit organizations in Salt Lake 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

Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution

Deliver one-on-one client support throughout the inheritance process

Proactively communicate with clients and beneficiaries via phone and email

Set client expectations in line with internal Service Level Agreements

Provide exceptional customer service in all interactions

Research and resolve client problems accurately and timely

Stay current with SEC / FINRA, Compliance, and Firm guidelines to ensure risk mitigation

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

College degree, 3-4 years of financial services experience, or knowledge of estates, trusts, and retirement plans. (Preferred)

Essential skills are effective communication, strong interpersonal and client service abilities, organizational prowess, problem-solving capabilities, and proficiency in Microsoft Suite and Morgan Stanley systems.

The ideal candidate is self-motivated and excels in a high-activity team environment.

At least 2 years' relevant experience would generally be expected to find the skills required for this role

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.

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).

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Associate Field Service • South Jordan, UT, US