Assoc, Professional, P2, Product Support & Services WM, NEX Job Level Associate

Were seeking someone to join our team as an Associate in Private Banking Operations to support the Private Banking Group providing operational support to the Bank and Broker/Dealer Lending Products Deposit Products Banking Services Collateral Monitoring Margin Operations and Vendor Management.

In 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 level position within Product Support & Services which is responsible for providing transaction support and managing post execution processes.

Morgan Stanley is an industry leader in financial services known for mobilizing capital to help governments corporations institutions and individuals around the world achieve their financial goals.

Morgan Stanley Salt Lake has been rooted in the community since 1997 and supports the Firms global Wealth Management Operations and Technology divisions. With the recent acquisitions of E*TRADE and Solium Morgan Stanley super-charged its Wealth Management and Corporate and Institutional Solutions businesses to deliver a first-class experience for investors traders and institutional clients and participants. Our talented teams have established strategic centers of excellence and earned multiple awards including J.D. Power Customer Service Certification for more than 5 years. We proudly give back to local nonprofit organizations in Salt Lake by offering up our unique skillsets thousands of volunteer hours and dedicated financial support.

Interested in joining a team thats eager to create innovate and make an impact on the world

What youll do in the role:

• Support the LAL Telephone Hotline by responding to MS field inquiries such loan status outstanding issues and documenting the nature of the phone calls

• Meet Phone Performance Metrics such as Average Phone Handle Times Quality/ Accuracy Professionalism Adherence to Phone Script

• Review loan application and servicing requests to ensure appropriate information has been provided to conduct a review within Service Level Agreements

• Communicate all missing information needed to progress the loans in the Pipeline

• Reconcile and process monetary transactions as needed including the review of daily reports

• Cross train and be willing to learn new functions outside of your immediate scope in order to flex and provide coverage as needed

• Train other new team members once you become proficient

• Ability to accomplish shared goals of the department and the bank

• Perform other related duties as assigned by management

What youll bring to the role:

• At least 2-3 years relevant experience would generally be expected to find the skills required for this role particularly in the financial industry

• This is a hybrid position 3 days in office attendance is required

• Ability to work Operational hours starting at 8:00 A.M. local time including occasional weekends and overtime when needed

• Ability to balance multiple priorities operating in a demanding and fast-paced environment while demonstrating flexibility adaptability and personal accountability

• Convey disciplined work ethic and have an enthusiastic can do attitude while delivering white collar service

• Strong written and verbal communication skills with the ability to clearly communicate information to a range of audiences

• Adaptable team player

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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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).