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Forms Governance Team- Operations Associate
Forms Governance Team- Operations AssociateMorgan Stanley • South Jordan, Utah, USA
Forms Governance Team- Operations Associate

Forms Governance Team- Operations Associate

Morgan Stanley • South Jordan, Utah, USA
17 days ago
Job type
  • Full-time
Job description

We are seeking a detail-oriented and collaborative professional to join our Forms Governance Team. This team is responsible for managing the lifecycle of client-facing forms and servicing content across the National New Accounts (NNA) platform. The role supports quarterly release cycles ensures compliance with governance standards and drives operational efficiency through structured content 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. This is a Team Specialist position at the Director level within 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.

What youll do in the role :

Content Lifecycle Management

Manage quarterly release cycles for forms and servicing content.

Track and execute updates across 70 items per release.

Collaborate with product support teams to approve revisions and enhancements.

Governance and Compliance

Maintain oversight of form modifications field changes and system settings.

Ensure alignment with firmwide branding security and access protocols.

Support risk reduction initiatives through automation and simplification.

Stakeholder Collaboration

Liaise with servicing teams technical support and leadership to coordinate updates.

Facilitate onboarding and role transitions within servicing groups.

Partner with transformation champions to optimize workflows and transcription processes.

Operational Support

Provide guidance on technical resource approvals.

Monitor and resolve directory and cost center discrepancies.

Coordinate team meetings and feedback loops.

What youll bring to the role :

  • Ability to lead by example work with drive and determination adapt management style to suit individuals and ensure team is well supported with a sense of purpose
  • Prepared to challenge the status quo raise concerns and / or needs of their team members
  • Ability to pitch communication appropriately according to the audience and demonstrate active listening skills
  • Culture carrier across Operations embracing the Firms core values and acting as a role model
  • Strong interpersonal verbal and written communication skills with an ability to work effectively with all levels of staff and management
  • Advanced problem identification analytical and resolution skills required to support escalated issue resolution and / or oversight requirements associated with complex processes
  • Strong accountability mindset taking responsibility for all work activities and personal actions
  • Strong understanding of form governance and operational workflows.
  • Experience with workflow management platforms (e.g. Workfront Fusion) preferred.
  • Excellent communication and stakeholder management skills.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Familiarity with compliance standards and servicing protocols in financial services.
  • Project management and release coordination.
  • Technical aptitude in form systems and servicing platforms.
  • Change management and team structuring experience.
  • Proficiency in MS Office Suite and internal collaboration tools.

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.

To learn more about our offices across the globe please copy and paste into your browser.

For Baltimore MD Candidates : Salary range for the position : $51000-$83000 / Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business units incentive compensation plan which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits including Medical Prescription Drug Dental Vision Health Savings Account Dependent Day Care Savings Account Life Insurance Disability and Other Insurance Plans Paid Time Off (including Sick Leave consistent with state and local law Parental Leave and 20 Vacation Days annually) 10 Paid Holidays 401(k) and Short / Long Term Disability in addition to other special perks reserved for our employees. Please visit to learn more about our benefit offerings.

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).

Required Experience :

IC

Key Skills

Business,Information Management,Accounting,Corporate Risk Management,Faculty,Jms

Employment Type : Full-Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 51000 - 83000

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Governance Associate • South Jordan, Utah, USA

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