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Wealth Management Operations Associate

Wealth Management Operations Associate

Morgan StanleySalt Lake City, UT, US
1 day ago
Job type
  • Full-time
Job description

Associate In Wealth Management Operations

We're seeking someone to join our Outgoing Transfers team as an Associate in Wealth Management Operations to support outgoing asset transfers. Our team manages requests that carry high risk, which requires high attention to detail, a solid risk mindset, and ongoing process improvement. We have a great team that is engaged and collaborative and are looking for someone that is driven and humble enough to learn how to create a successful career. 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 Professional position at the P2 level position within Core Services, which is responsible for performing and managing product-agnostic and centralized operational services across several businesses and products.

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 Firm's 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 that's eager to create, innovate and make an impact on the world? Read on

What You'll Do In The Role

  • Process transactions / tasks within coverage area
  • Respond to client requests with accuracy and speed, ensuring compliance with all policies and procedures
  • Follow escalation framework, taking responsibility for identifying, escalating and preventing issues
  • Raise issues, question others and offer solutions / ideas
  • Meet with the team Manager and area leaders to receive career coaching and opportunities for growth
  • Take on stretch assignments that involve learning new skills such as excel data manipulation, vba, low code automation in uipath, alyteryx, powerbi, process mapping, project participation for technology updates, etc.
  • What You'll Bring To The Role

    Patience to learn the material; Drive to provide excellent service; Motivation to make an impact, Humility to receive feedback, Career oriented, Appetite to solve hard and complex problems

    Familiarity with Outlook and excel, problem solving framework, customer service experience is a plus

    Ability to build trust and find innovative ways to improve teamwork, functions / processes and create a positive work environment

    Understanding of business area supported, client requirements, and importance of not compromising control to comply with client requests

    Culture carrier across Operations, embracing the Firm's core values

    At least 2-4 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 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.

    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).

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    Wealth Management Associate • Salt Lake City, UT, US