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E*TRADE from Morgan Stanley · 6 months ago

Beneficiary Service Associate, Professional, Client Services & Relationship Mgmt WM,

Columbus, Ohio, United States of America

Full-time

Onsite

Entry Level

3+ years exp

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. The Associate in Wealth Management Operations will assist beneficiaries during the inheritance process by managing client relationships and supporting financial transactions.

BankingFinanceFinancial Services

Responsibilities

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

Qualification

Client service experienceFinancial services knowledgeRelationship managementProcess improvementGoal settingCommunication skillsProblem-solving skillsTeam collaboration

Required

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

Preferred

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