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E*TRADE from Morgan Stanley · 2 months ago

Forms Governance Team- Operations Associate

South Jordan, Utah, United States of America

Full-time

Onsite

New Grad, Entry Level

$51K/yr - $83K/yr

E*TRADE from Morgan Stanley is a global leader in financial services, known for innovating to better serve clients. The Operations Associate role within the Forms Governance Team focuses on managing client-facing forms and servicing content, ensuring compliance with governance standards, and driving operational efficiency.

BankingFinanceFinancial Services

Responsibilities

Manage quarterly release cycles for forms and servicing content

Track and execute updates across 70+ items per release

Collaborate with product support teams to approve revisions and enhancements

Maintain oversight of form modifications, field changes, and system settings

Ensure alignment with firmwide branding, security, and access protocols

Support risk reduction initiatives through automation and simplification

Liaise with servicing teams, technical support, and leadership to coordinate updates

Facilitate onboarding and role transitions within servicing groups

Partner with transformation champions to optimize workflows and transcription processes

Provide guidance on technical resource approvals

Monitor and resolve directory and cost center discrepancies

Coordinate team meetings and feedback loops

Qualification

Form governanceOperational workflowsWorkflow management platformsCompliance standardsTechnical aptitudeProject managementStakeholder managementChange managementMS Office SuiteCommunication skills

Required

Ability to lead by example, work with drive and determination, adapt management style to suit individuals and ensure team is well supported with a sense of purpose

Prepared to challenge the status quo, raise concerns and/or needs of their team members

Ability to pitch communication appropriately according to the audience and demonstrate active listening skills

Culture carrier across Operations, embracing the Firm's core values and acting as a role model

Strong interpersonal, verbal, and written communication skills, with an ability to work effectively with all levels of staff and management

Advanced problem identification, analytical and resolution skills required to support escalated issue resolution and/or oversight requirements associated with complex processes

Strong accountability mindset taking responsibility for all work activities and personal actions

Strong understanding of form governance and operational workflows