Operations Enablement Associate at Morgan Stanley

Harrison, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

13 Mar, 26

Salary

115000.0

Posted On

13 Dec, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Operations Support, Wealth Management, User Onboarding, Access Management, CRM Systems, Salesforce, Event Coordination, Project Management, Analytical Skills, Communication Skills, HTML, Vendor Management, Microsoft 365, Problem Solving, Team Collaboration, Content Management

Industry

Financial Services

Description

Platform Management Serve as primary team liaison with external platform partners and internal CRM application team Manage new user onboarding, access management, training and issue resolution for internal stakeholders Monitor usability metrics and user experience Collaborate with Marketing, Communications and Compliance to create, approve and promote the release of new or refreshed content Work in close partnership with Procurement to coordinate contract-related deliverables including contract initiation, onboarding and invoice payments Manage lead submission intake, pipeline tracking and conflict resolution processes Support coordination of webinars and off-site meetings Work with stakeholders to build agenda, coordinate speakers and secure event space to ensure a best-in-class experience for visiting advisors Minimum 5 years in operations support role in Wealth Management or related industry Bachelor's degree required Experience updating website content, with basic understanding of HTML or web formatting preferred Working knowledge of CRM systems like Salesforce, with experience building reports and dashboards preferred Experience coordinating events or supporting multi-phased projects Experience working with vendor management systems like SAP or ARIBA Proficiency using Microsoft 365 applications including PowerPoint, Excel, SharePoint, Forms and Co-Pilot Strong organizational, project management and analytical skills Must be a self-starter and a quick learner, able to prioritize multiple projects and complete deliverables in a timely manner with exceptional attention to detail Strong written and verbal communication skills with the ability to simplify complex information, draft clear process documentation and additional support materials Demonstrated ability in learning new technology and problem solving Team orientated with ability to build strong relationships across internal teams and external partners 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. Expected base pay rates for the role will be between $58,000 and $115,000 per year at the commencement of employment. 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

The Operations Enablement Associate will serve as the primary liaison with external platform partners and manage user onboarding, access management, and training for internal stakeholders. They will also collaborate with various teams to promote new content and coordinate events.