Wealth Management Operations Associate

Associate, P2, Product Support and Services

We’re seeking someone to join our team as an Associate in Wealth Management Operations to provide support to high profile Financial Advisors and their support staff regarding Alternative Investment transactions, including subscriptions, transfers, redemptions, and document revisions/amendments.

The Operations division partners 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 Alternative Investments Operations, which is responsible for providing Financial Advisor and branch support via Phone and Case Inquiries.

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.

• Establish and nurture effective relationships to deliver world‑class client service by handling inquiries via phone and managing cases from financial advisors and branch employees concerning Alternative Investments products, ensuring all responses are accurate and timely.
• Adhere to established procedures by efficiently routing processing requests to the designated teams and escalating inquiries for further research when necessary to ensure comprehensive solutions.
• Consistently achieve team and departmental service goals as set forth by management, actively contributing to the organization’s ongoing success and client satisfaction.
• Recognize risk in day‑to‑day processes to draw out the key issues and contribute to process improvements.

• 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.
• Bachelor’s degree preferred.
• Experience in the customer service space and/or familiarity with the financial industry.

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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.

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Expected base pay rates for the role will be $65,000.00–$ per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long‑term incentive packages, and other Morgan Stanley sponsored benefit programs.

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).