PWM Client Service and Operations Specialized Solutions Analyst

PWM Client Service And Operations Specialized Solutions Analyst

The PWM Client Service And Operations team (CSO) is focused on providing a differentiated Service and Operations experience for our largest and most complex clients and advisors in the Private Wealth Management business segments. As an integral member of the PWM Home Office team, you will support our efforts in enhancing the customized contractual initiatives with our partners in Morgan Stanley Wealth Management.

This role of PWM Client Service And Operations (CSO) Customized Solution Specialist includes conducting daily program-specific operational tasks, identifying areas for process improvement, creating / editing client contracts, adhering to specialized solution policies and procedures, highlighting potential policy shortfalls, and working directly with our Legal, Risk, and Compliance partners around PWM's focus on providing bespoke solutions for unique client needs. This individual will be responsible for general program management of daily functions across our administrative contract programs, while maintaining strong relationships with internal partners.

The PWM CSO Customized Solution Specialist will work closely with PWM Home Office, PWM Market Executives, Consulting Group, and Private Wealth Advisors to boost PWM partnerships and establish conditions for success. Additionally, this individual will assume other project management responsibilities within the PWM portfolio as dictated by management.

Duties and Responsibilities :

• Support Administrative Contract growth strategy while program availability to PWAs grows.
• Review, update, and maintain program-specific Policies and Procedures.
• Serve as a resource to Advisors, Support Professionals, and Branch Management as a specialized solutions subject matter expert.
• Provide on-going updates to senior PWM Home Office leadership.
• Manage new administrative contract onboarding.
• Maintain client documentation, including contractual agreements and custom exhibits.
• Work across PWM CSO colleagues to coordinate the quarterly business review materials for senior management review.
• Assign training to new users and adopters of specialized program solutions.
• Work with legal partners to make sure program contract and documentation stays current with firm policies
• Identify solutions for risks and deficits that potentially pose future adversity for the program.
• Comply with all industry rules and regulations and firm policies.

Education and Experience :

Knowledge and Skills :

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 - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll 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. There's also ample opportunity to move about the business for those who show passion and grit in their work.

Expected base pay rates for the role will be between $58,000 and $115,000 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 Stanley's 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).