Estate & Inheritor Services Specialist

Were seeking someone to join our team as an Associate in Wealth Management Operations with the Estate & Inheritor Client Services team at Morgan Stanley. Our team is dedicated to assisting clients and our branch partners with the inheritance process. The Specialists role involves managing the collection of required documentation asset transitions for clients serving as a Subject Matter Expert on inheritance requirements and processes and providing support to Wealth Management Clients Financial Advisors Client Service Associates and Branch 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 driving strategic automation solutions by embracing a transformation mindset and challenging the status quo. This is an Associate 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 Read on

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

Deliver one-on-one client support throughout the inheritance process

Proactively communicate with clients and beneficiaries via phone and email

Set client expectations in line with internal Service Level Agreements

Provide exceptional customer service in all interactions

Research and resolve client problems accurately and timely

Stay current with SEC/FINRA Compliance and Firm guidelines to ensure risk mitigation

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

College degree 3-4 years of financial services experience or knowledge of estates trusts and retirement plans. (Preferred)

Essential skills are effective communication strong interpersonal and client service abilities organizational prowess problem-solving capabilities and proficiency in Microsoft Suite and Morgan Stanley systems.

The ideal candidate is self-motivated and excels in a high-activity team environment.

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: 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.

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).

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley we raise manage and allocate capital for our clients helping them reach their goals. We do it in a way thats differentiated and weve done that for 90 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).