Operations Associate - Parametric at Morgan Stanley

Alpharetta, Georgia, United States -

Full Time

Start Date

Immediate

Expiry Date

21 Jan, 26

Salary

150000.0

Posted On

23 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Operations Management, Financial Services, Relationship Building, Investment Products, Communication Skills, Problem Solving, Organization, Attention to Detail, Team Collaboration, Resourcefulness, MS Office, Investment Advisors, Client Requests, Data Management, Proxy Voting, Risk Mitigation

Industry

Financial Services

Description

Become a system and process expert supporting implementation of client data changes and requests. Understand the advisor contact lifecycle, including creating a new advisor in internal systems, adjusting the composition of advisor sales teams, managing exceptions with an advisor moves firms, and other workflow. Support the coordination of responses to client requests by liaising with internal teams and utilizing internal resources to acquire the correct account information. Review proxy voting setup for completeness and accuracy for live accounts. Support annual ADV mailing to appropriate contacts and oversee weekly and monthly ADV reviews. Gain proficiency and understanding of team policies and procedures to mitigate risk. Assist with coverage when team members are out and cross-train to ensure coverage. Establish working relationships with internal contacts for issue resolution. Assist with team projects and initiatives. Support the maintenance of existing firm and contact information. Bachelor's degree preferably in related discipline such as economics, math, or operations management. Work experience in lieu of degree will be considered. 4+ years proven experience working with financial services advisors / money managers. Introductory experience with registered investment advisors (RIAs), the Family Office community, separate accounts, unified managed accounts (UMAs), tax-efficient products, and/or indexes a plus. Relationship-building skills and ability to thrive in a team environment. Keen interest in and understanding of investment products and financial instruments such as equities and fixed income. Established communication skills - both internally/externally in written/oral/auditory essential. Familiarity with MS Office and the ability to learn additional internal/ external software programs. Resourcefulness, problem solving, and organization (ability to prioritize effectively) Willingness to work in fast-paced environment with hourly deadlines with attention to detail. Flexible, willing, and able to work long hours as needed. 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. 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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Salary range for the position: $70,000 - 150,000/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 unit's incentive compensation plan, which also may include a discretionary bonus component. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. 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.

Responsibilities

Support the implementation of client data changes and requests while managing the advisor contact lifecycle. Liaise with internal teams to coordinate responses to client requests and assist with team projects and initiatives.