Wealth Management Operations Associate at Morgan Stanley

Baltimore, Maryland, United States -

Full Time

Start Date

Immediate

Expiry Date

13 Mar, 26

Salary

83000.0

Posted On

13 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Analytical Skills, Microsoft Excel, Organization Skills, Communication Skills, Financial Industry Product Knowledge, Compliance Knowledge, Microsoft Word, Microsoft Power-Point, Client Interaction, Root Cause Analysis, Task Prioritization, Escalation to Management

Industry

Financial Services

Description

> Analytical Skills, able to perform root cause analysis. > Proficient in Microsoft excel skills, be able to perform v-look-up and pivot table. > Organization skills, knowing how to prioritize their daily tasks and communicate if deadlines are at risk of being missed. > Able to articulate thoughts and ideas clearly and concisely using both written and verbal. > Able to recognize when to escalate to Management. > Financial industry product knowledge (Clearance & Settlement) > Basic knowledge of applicable compliance rules and regulations (15c3-3) > Proficient in Microsoft Excel, Word, and Power-Point > Ability to interact and communicate effectively with colleagues and clients 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 fr 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: $62,000.00 and $83,000.00 per year. 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. 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 X 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 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

The Wealth Management Operations Associate will perform root cause analysis and prioritize daily tasks while communicating any potential deadline risks. They will also articulate thoughts clearly and recognize when to escalate issues to management.