Wealth Management Operations Associate jobs in United States
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E*TRADE from Morgan Stanley · 9 hours ago

Wealth Management Operations Associate

positionSouth Jordan, Utah, United States of America
timeFull-time
remoteOnsite
seniorityEntry Level
date2+ years exp

E*TRADE from Morgan Stanley is a global leader in financial services, seeking an Associate in Wealth Management Aligned Operations to provide exceptional service to clients on digital platforms and cash management products. The role involves supporting financial transactions, developing client relationships, and optimizing the client experience while collaborating with internal 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

Qualification

Client relationship managementProcess managementRisk recognitionBusiness area expertiseTeam collaboration

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

Benefits

Some of the most attractive and comprehensive employee benefits and perks in the industry

Company

E*TRADE from Morgan Stanley

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E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
dateFounded in 1982
location
Arlington, Virginia, USA
people-size1001-5000 employees
web-link
https://us.etrade.com/home

Funding

Current Stage
Public Company
Total Funding
unknown
2020-02-20Acquired
1996-08-16IPO

Leadership Team

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Julia Miller
Executive Director, Creative Services
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