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E*TRADE from Morgan Stanley · 2 weeks ago

Wealth Management Operations Associate

New York, New York, United States of America

Full-time

Onsite

New Grad, Entry Level

$65K/yr - $103K/yr

E*TRADE from Morgan Stanley is a global leader in financial services, known for evolving and innovating to serve clients. The role involves providing support to Financial Advisors regarding Alternative Investment transactions and ensuring accurate and timely responses to inquiries.

BankingFinanceFinancial Services

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

Alternative InvestmentsCustomer serviceFinancial industry knowledgeRelationship managementProcess improvement

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