Escalations Team Associate

Escalation Team Associate - Wealth Management Operations

Supporting High-Profile Financial Advisors with Alternative Investment Transactions
Company Overview

Morgan Stanley is a leading global financial services firm committed to delivering exceptional client service fostering innovation and maintaining the highest standards of integrity. Our Wealth Management division empowers individuals families and institutions to achieve their financial goals through a comprehensive suite of investment solutions. We value teamwork excellence and a client-centric approach in all we do.

Job Summary
The Escalation Team Associate in Wealth Management Operations (WM Operations) plays a critical role in supporting high-profile Financial Advisors and their staff. This position focuses on managing case inquiries providing escalation support overseeing K1 processing and executing ad-hoc projects related to Alternative Investment transactions. The role is not phone-based and requires effective written communication subject matter expertise and a proactive approach to process improvement. The Associate reports to one of the Alternative Investments Vice President.

Key Responsibilities
>Serve as a primary escalation point for complex Alternative Investment transaction cases ensuring prompt and accurate resolution for Financial Advisors and their teams.
>Manage and track case inquiries through internal systems and status updates.
>Coordinate and process K1 tax documents ensuring compliance with regulatory guidelines and timely delivery to clients.
>Support and execute ad-hoc operational projects to enhance process efficiency and service quality.
>Identify recurring issues and recommend process improvements to reduce escalations and streamline operations.
>Collaborate closely with internal stakeholders including Operations Technology and Compliance teams to resolve complex inquiries and implement solutions.
>Develop and maintain subject matter expertise in Alternative Investments and Wealth Management operational procedures.
>Uphold the highest standards of client service confidentiality and professionalism in all interactions. Required Qualifications
>Bachelors degree in Finance Business Administration or a related field.
>1-3 years of professional experience in financial operations wealth management or alternative investments.
>Proven ability to manage multiple priorities in a fast-paced deadline-driven environment.
>Strong technical proficiency with Microsoft Office Suite and internal case management systems.
>Exceptional written communication skills with a focus on clarity and accuracy.

Desired Skills and Competencies
>Demonstrated client service orientation with the ability to build trust and credibility with high-profile stakeholders.
>Analytical thinking and attention to detail for effective case resolution and process evaluation.
>Proactive problem-solving approach and willingness to take initiative on process improvement projects.
>Ability to quickly acquire and apply subject matter expertise in complex financial products and operations.
>Strong organizational skills and the capacity to work independently and collaboratively in a team environment.
>High standards of integrity confidentiality and professional conduct.

Application Instructions
Interested candidates are encouraged to submit their resume and a brief cover letter outlining their qualifications and interest in the role. Applications should be submitted through the Morgan Stanley Careers portal. Selected candidates will be contacted for next steps in the recruitment process.

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).