Morgan Stanley · 13 hours ago
Wealth Management Operations Associate
New York, NY
Full-time
Onsite
New Grad, Entry Level
$65K/yr - $103K/yrMorgan Stanley is a global leader in financial services, known for evolving and innovating to better serve clients. The role of Wealth Management Operations Associate involves providing support to Financial Advisors regarding Alternative Investment transactions and ensuring accurate and timely responses to inquiries.
Asset ManagementFinanceFinancial ServicesLending
Responsibilities
Establish and nurture effective relationships to deliver world-class client service by handling inquiries via phone and managing cases from financial advisors and branch employees concerning Alternative Investments products, ensuring all responses are accurate and timely
Adhere to established procedures by efficiently routing processing requests to the designated teams and escalate inquiries for further research when necessary to ensure comprehensive solutions
Consistently achieve team and departmental service goals as set forth by management, actively contributing to the organization's ongoing success and client satisfaction
Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements
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
Bachelors degree preferred
Experience in the customer service space and/or familiarity with the financial industry
Benefits
Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs
Company
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Founded in 1935
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
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Trends of Total Sponsorships
2025 (203)
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
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