About the Role
We're seeking someone to join our team as an Estate & Inheritor Service Associate in WM Operations to assist with the processing of client accounts during the Inheritance process. The Estate & Inheritor Services Associate will be responsible for managing the transition of assets for individual clients by serving as a Subject Matter Expert.
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 position at the P2 job 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.
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
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.
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
•Provide dedicated one-on-one support for the client throughout the inheritance process leveraging effective relationship management skills
•Proactively communicate with clients by phone and or email to provide a high level of service, transparency, and empathy to clients and beneficiaries
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
•Ability to research and resolve problems and service inquiries and escalate when appropriate
•Ability to efficiently handle a high volume of requests in a fast paced environment
•At least 2 years' relevant experience would generally be expected to find the skills required for this role
To qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.
About Morgan Stanley
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.
