Client Beneficiary Services Associate

The Beneficiary Services Representative position focuses on addressing and resolving customer estate conversions. You will track and manage the migration of a deceased customer's accounts to their legal heir(s). The case creation and resolution process will include accurately advising clients of their case requirements, responding timely to voicemails and emails from clients, keeping cases updated while progressing through the asset re‑registration process and actively enhancing the client experience through relationship management.

You will provide Beneficiaries/Executors/Trustees/Heirs with the necessary service to help ensure the smooth transition of assets and allow the appropriate parties to gain access to those assets in a timely manner.

• Support customers by providing guidance, education, and necessary information to re‑register assets upon the death of an account holder.
• Open, process, and resolve estate cases that are part of your case work and queue.
• Work closely with business partners in Legal, Tax & Retirement, Maintenance Operations, Estate Operations, Principal Review and New Account Operations to resolve estate cases.
• Communicate with customers via telephone, email, and secure message regarding open estate case(s) and case requirements.
• Make outbound calls to customers to communicate updated case information and/or additional case requirements.
• Service inbound call inquiries from customers regarding active and new estate cases.
• Assist in outbound customer contact regarding advanced product information.
• Participate in departmental training activities.
• Interact with a wide variety of business partners regularly during the process of problem resolution.
• Perform secondary duties as defined by Supervisor within your area of specialty.

• Each associate is expected to carry out duties with attention and adherence to core values:
  Security, Accuracy, Courtesy, Ownership, Enhancement, and Efficiency.
• Interact with customers daily through various communication channels.
• Respond to and perform research on inquiries within area of expertise.
• Manage a fluctuating case load and customer follow‑ups.
• Communicate clearly and professionally with customer service and operations business partners to efficiently resolve customer requests.
• Gain in‑depth knowledge of estate processing to resolve issues relating to these requests.
• Gain in‑depth knowledge of the estate regulations for various jurisdictions.

• Expert ability to remain calm and communicate with professionalism in a volatile business environment with minimal supervision.
• Outstanding oral and written communication skills.
• Positive and professional customer service attitude.
• Action‑oriented mindset with a demonstrated ability to remain focused to meet or exceed production goals.
• Complete understanding of the securities industry and a thorough understanding of advanced product information.
• Exceptional experience, knowledge, and skill demonstrated with a high level of performance in current job assignment.
• Ability to work flexible shift assignments and additional hours as required when business needs dictate.
• Demonstrated knowledge of policies and procedures.

• Series7 and
  63 preferred, but not required.
• E
  * TRADE Trader Certification.
• Completion and successful passing of a skills competency assessment in one or more of the specialty areas described above.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. For more information, please visit