Associate P2 Product Support and Services
Were seeking someone to join our team as an Associate in WM Operations to provide support to high profile Financial Advisors and their support staff regarding Alternative Investment transactions including subscriptions transfers redemptions and document revisions/amendments.
The Operations division we partner with business units across the Firm to support financial transactions devise and implement effective controls and develop client relationships. This is an Associate level position within Alternative Investments Operations which is responsible for providing Financial Advisor and branch support via Phone and Case Inquiries.
This is an Associate Professional position at the P2 level within Client Service & Relationship Management which is responsible for managing internal and external client relationships. We do this by engaging in client service activities optimizing the client experience and managing vendor/external business partner relationships.
Since 1935 Morgan Stanley is known as a global leader in financial services always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
What youll do in the role:
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 organizations ongoing success and client satisfaction.
Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements What youll bring to the role:
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 Firms core values
Bachelors degree preferred
Experience in the customer service space and/or familiarity with the financial industry.
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back that guide our more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll find trusted colleagues committed mentors and a culture that values diverse perspectives individual intellect and cross-collaboration. Our Firm is differentiated by the caliber of our diverse team while our company culture and commitment to inclusion define our legacy and shape our future helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: We are proud to support our employees and their families at every point along their work-life journey offering some of the most attractive and comprehensive employee benefits and perks in the industry.
Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently our recruiting efforts reflect our desire to attract and retain the b
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey offering some of the most attractive and comprehensive employee benefits and perks in the industry. Theres also ample opportunity to move about the business for those who show passion and grit in their work.
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Expected base pay rates for the role will be $65000.00-$103000.00 per year at the commencement of employment. However base pay if hired will be determined on an individualized basis and is only part of the total compensation package which depending on the position may also include commission earnings incentive compensation discretionary bonuses other short and long-term incentive packages and other Morgan Stanley sponsored benefit programs.
Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race color religion creed age sex sex stereotype gender gender identity or expression transgender sexual orientation national origin citizenship disability marital and civil partnership/union status pregnancy veteran or military service status genetic information or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Required Experience:
IC
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1, ... View more