Wealth Management Trade Support Associate at Morgan Stanley

Baltimore, Maryland, United States -

Full Time

Start Date

Immediate

Expiry Date

13 Jan, 26

Salary

83000.0

Posted On

15 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Communication Skills, Attention To Detail, Problem-Solving Skills, Microsoft Office, Financial Services, Trade Support, Client Interaction, Regulatory Compliance, Case Management, Collaboration, Operational Accuracy, Trend Identification, Process Improvement, Independence, Professionalism, Time Management

Industry

Financial Services

Description

> Serve as a primary point of contact for the trading desk, Financial Advisors and branch personnel regarding syndicate and structured investments inquiries > Respond to and resolve cases through phone, email, and case management systems in a timely and professional manner > Investigate and support adjustments and corrections. > Perform detailed reviews and reconciliations of activity to ensure accuracy and alignment with regulatory requirements > Collaborate with trading desks, technology, compliance, and other operations teams to resolve escalated or complex issues > Maintain a strong understanding of firm policies > Uphold a high standard of accuracy and attention to detail to minimize risk and operational errors > Identify and escalate trends or process gaps that may require enhancements or additional training > Bachelor's degree in Finance, Business, or a related field preferred > 1-3 years of experience in financial services or a trade support environment > Excellent communication skills, both verbal and written > Demonstrated attention to detail and commitment to delivering high-quality work > Ability to handle call volumes while maintaining professionalism and accuracy > Proven problem-solving skills with the ability to work independently and under pressure > Proficiency with Microsoft Office 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: $51,000.00 - $83,000.00/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

Serve as the primary point of contact for the trading desk and Financial Advisors regarding syndicate and structured investments inquiries. Investigate and support adjustments and corrections while collaborating with various teams to resolve complex issues.