Assoc, Sr. Professional, P3, Product Support & Services WM, NEX : Job Level - Associate

We’re seeking someone to join our team as an Associate in Wealth Management Operations to provide mutual fund and 529 support to our internal clients.

In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships, driving strategic automation solutions by embracing a transformation mindset and challenging the status quo.

This is an Associate, Sr. Professional position at P3 level within Product Support & Services, which is responsible for managing internal client relationships. We do this by engaging in client service activities and optimizing the client experience through maintaining resources that are available to the field.

Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals

At Morgan Stanley Columbus, we support the Firm’s global Wealth Management, Private Banking, Operations and Technology divisions. Morgan Stanley has been rooted in the Columbus community since 2003. We offer best-in-class centers of excellence to support our clients with various call centers achieving J.D. Power certification since 2018. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. There’s ample opportunity for innovation, deep learning and career progression for those who show passion and grit in their work. And we proudly give back to local nonprofit organizations in the Columbus community by offering up our unique skillsets, thousands of volunteer hours and dedicated financial support.

What you'll do in the role:
- Provide world class customer service to field facing counterparts in all interactions
-Ability to handle a high volume of requests in a fast paced environment.
-Be self-motivated and able to work in a strong team and high activity environment
-Troubleshoot live mutual fund order entry and trade adjustment inquires
-Able to assist the field with mutual fund journal requests
-The ability to deliver and review 529 plans offered
-Apply firm policies and procedures on 529 account opening and maintenance
-Ability to provide paperwork documentation needed for new account opening, change of broker-dealer, and rollover requests.


What you'll bring to the role:
-Bachelor's degree preferred or equivalent experience
Financial experience required; mutual fund experience preferred
Inbound call experience required
Excellent interpersonal and client service skills
Effective written and verbal communication skills
Strong attention to detail and excellent judgement
Organizational skills, attention to detail and excellent follow up skills
Ability to research and resolve problems and service inquiries and escalate when appropriate
Strong computer skills including Microsoft Suite
Be self-motivated and able to work in a strong team and high activity environment.

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. 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. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. 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.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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. United States (All States) It is the policy of the Firm to ensure equal employment opportunity with