Client Beneficiary Service - Associate

We’re seeking someone to join our team as an Associate in Wealth Management Operations to assist beneficiaries during the inheritance process.

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 level position within the Client Service & Relationship Management, which is responsible for managing internal and external client relationships.

At Morgan Stanley Columbus, we support the Firm’s global Wealth Management, Private Banking, Operations and Technology divisions.

Interested in joining a team that’s eager to create, innovate and make an impact on the world? Read on…

• 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

• 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

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).