Morgan Stanley · 4 months ago
Beneficiary Service Associate, Professional, Client Services & Relationship Mgmt WM,
Columbus, OH
Full-time
Onsite
Entry Level
3+ years expMorgan 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, manage client relationships, and optimize the client experience through effective communication and problem resolution.
Asset ManagementFinanceFinancial ServicesLending
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
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
Benefits
Some of the most attractive and comprehensive employee benefits and perks in the industry
Company
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
10001+ employees
H1B Sponsorship
Morgan Stanley has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (222)
2024 (195)
2023 (173)
2022 (153)
2021 (165)
2020 (173)
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Leadership Team
James Gorman
Chairman and CEO
Wei Christianson
Co-CEO Asia Pacific
Recent News
2026-01-09
Benzinga.com
2026-01-09
Company data provided by crunchbase