Wealth Management Operations Associate

Associate In Wealth Management Operations

We're seeking someone to join our Outgoing Transfers team as an Associate in Wealth Management Operations to support outgoing asset transfers. Our team manages requests that carry high risk, which requires high attention to detail, a solid risk mindset, and ongoing process improvement. We have a great team that is engaged and collaborative and are looking for someone that is driven and humble enough to learn how to create a successful career. 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 Professional position at the P2 level position within Core Services, which is responsible for performing and managing product-agnostic and centralized operational services across several businesses and products. 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

- Process transactions/tasks within coverage area

- Respond to client requests with accuracy and speed, ensuring compliance with all policies and procedures

- Follow escalation framework, taking responsibility for identifying, escalating and preventing issues

- Raise issues, question others and offer solutions/ideas

- Meet with the team Manager and area leaders to receive career coaching and opportunities for growth

- Take on stretch assignments that involve learning new skills such as excel data manipulation, vba, low code automation in uipath, alyteryx, powerbi, process mapping, project participation for technology updates, etc.

What You'll Bring

Patience to learn the material; Drive to provide excellent service; Motivation to make an impact, Humility to receive feedback, Career oriented, Appetite to solve hard and complex problems

Familiarity with Outlook and excel, problem solving framework, customer service experience is a plus

Ability to build trust and find innovative ways to improve teamwork, functions/processes and create a positive work environment

Understanding of business area supported, client requirements, and importance of not compromising control to comply with client requests

Culture carrier across Operations, embracing the Firm's core values

At least 2-4 years' relevant experience would generally be expected to find the skills required for this role

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).