Apply on Employer Site

E*TRADE from Morgan Stanley · 1 month ago

Estate & Inheritor Service Specialist- Associate

Columbus, Ohio, United States of America

Full-time

Onsite

Entry Level

2+ years exp

E*TRADE from Morgan Stanley is a global leader in financial services, and they are seeking an Estate & Inheritor Services Specialist. The role involves managing the transition of assets for individual clients, serving as a Subject Matter Expert, and optimizing client experiences while collaborating with various stakeholders.

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 [Proactively communicating with clients by phone and or email to provide a high level of service, transparency, and empathy to clients and beneficiaries. In addition, process & follow up client service requests to ensure completion in a timely manner

Qualification

Financial services experienceClient service expertiseEstatesProject managementRelationship buildingCommunication skillsProblem-solving

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

At least 2 years' relevant experience would generally be expected to find the skills required for this role

Preferred

Financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes