We're seeking someone to join our team as a Client Reporting Associate in Wealth Management Operations to analyze, research, reconcile, and explain inquiries that are presented by Financial Advisor teams.
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 an Associate level position level position within Product Support and Services to provide transaction support and management post execution services.
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.
At Morgan Stanley Columbus, we support the Firm's global Wealth Management, Private Banking, Operations and Technology divisions. Morgan Stanley has been rooted in the Columbus community since 2003. We offer best-in-class centers of excellence to support our clients with various call centers achieving J.D. Power certification since 2018. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. There's ample opportunity for innovation, deep learning and career progression for those who show passion and grit in their work. And we proudly give back to local nonprofit organizations in the Columbus community 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: - 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 - Individual will also help in creating combined summaries, guide in index selections, and provide system navigation - Support the following reporting: Performance, Portfolio Risk, Statements, and Confirms. In addition to fielding inbound inquiries, this individual will be responsible for reviewing and processing cases and following up on inquiries via outbound calls and emails related to Client Reporting
What you'll 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 Firm's core values - Knowledge of portfolio performance or risk measurement statistics and tools - Highly motivated professional with problem solving ability, and personal accountability - Excellent and efficient communication (written and oral), and listening skills - At least 2 years' relevant experience would generally be expected to find the skills required for this role
Role is Hybrid and will require in office attendance 3 days/week.
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).
