Estate & Inheritor Service Specialist Associate

Were seeking someone to join our team as an Estate & Inheritor Services Specialist and will be responsible for managing the transition of assets for individual clients by serving as a Subject Matter Expert for Morgan Stanley Wealth Management Clients Financial Advisors Client Service Associates and/or Branch Management to facilitate inheritance and legacy transfers.

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 Professional position at the P2 level within the 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.

Columbus At Morgan Stanley Columbus we support the Firms global Wealth Management Private Banking Operations and Technology divisions. Morgan Stanley has been rooted in the Columbus community since 2003. We offer best-in-class centers of excellence to support our clients with various call centers achieving J.D. Power certification since 2018. Our teams are relentless collaborators and creative thinkers fueled by their diverse backgrounds and experiences. Theres ample opportunity for innovation deep learning and career progression for those who show passion and grit in their work. And we proudly give back to local nonprofit organizations in the Columbus community by offering up our unique skillsets thousands of volunteer hours and dedicated financial support.

What youll do in the role:
- 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 Proactively communicating with clients by phone and or email to provide a high level of service transparency and empathy to clients and addition process & follow up client service requests to ensure completion in a timely manner.

What youll bring

- 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
- Financial services industry experience preferred including client service interactions and knowledge of estates trusts and retirement plans account opening and asset distribution processes
- At least 2 years relevant experience would generally be expected to find the skills required for this role

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 best and brightest from all talent pools. We want to be the first choice for prospective employees. United States (All States) 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. Asia and India Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet)

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).