Wealth Management Operations Associate at Morgan Stanley

South Jordan, Utah, United States -

Full Time

Start Date

Immediate

Expiry Date

18 Feb, 26

Salary

0.0

Posted On

20 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Problem Solving, Excel, Data Manipulation, VBA, Low Code Automation, UiPath, Alteryx, Power BI, Process Mapping, Project Participation, Teamwork, Trust Building, Career Orientation, Feedback Reception, Diversity and Inclusion

Industry

Financial Services

Description

- 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. {D Part 2: Scope of Role What you'll bring} > 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 At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. Our Firm is differentiated by the caliber of our diverse team, while our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity 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. 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. 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. 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 Wealth Management Operations Associate will process transactions and respond to client requests while ensuring compliance with policies. They will also identify and escalate issues, participate in team meetings for career coaching, and take on stretch assignments to learn new skills.