Client Beneficiary Services Associate

We’re seeking someone to join our team as an Associate in Wealth Management Operations to assist beneficiaries during the inheritance  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 level position level position within the 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?

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
• Research and resolve problems with both internal and external clients accurately and in a timely manner
• Proactively communicate with clients by phone and or email to provide a high level of service, transparency, and empathy to clients and beneficiaries. Communicate with beneficiaries the process and work with them to collect required docs to complete case for account transfer/liquidation
• Leverage Morgan Stanley systems and ensure all case interactions are appropriately entered and documented

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 preferred
• 3-4 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes.

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,…