Assoc, Professional, P2, Client Services & Relationship Mgmt WM, NEX : Job Level - Associate

We’re seeking someone to join our team as an Estate Operations Associate. The role of Estate Operations Associate is one who maintains strong functional knowledge of all aspects of the Brokerage Business with an emphasis on Brokerage Operations. The role will be a hands-on partner with Retirements group and will be focused on Estate distributions. 

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 Professional position at the P2 level within Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships.

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.

Perform different levels of problem resolution & data analysis for all aspects of estate operations. 
Review and validate documentation associated with probate and beneficiary asset distributions in a timely manner. 
Deliver objective analysis of error trends and opportunities. -- identify root cause 
Resolve estate issues and document the resolution process 
Validate data integrity is maintained in client facing displays 
Assist the management team in developing metrics that demonstrate the progress / completion of estate inquiry resolution 
Ensure that the status reports produced are accurate, relevant, complete, and actionable. 
Maintain quality assurance 
Follow established procedures and quality assurance protocol for estate processes 
Support strategic plans that enhance productivity through process efficiencies and automation 
Expected to be in office minimum of 3 days each week

3 or more years’ experience, or internship, in the financial services industry 
3 or more years knowledge in MS Office including Excel (required), Word (required) and Power Point (required) 
Brokerage, retirement, estate and beneficiary services experience desirable 
Analytical thinker, with excellent written and verbal communication 
Detail oriented with strong organizational skills 
Ability to manage multiple projects, prioritize tasks, and work against multiple deadlines and objectives 
Adaptable to dynamic work environments and priorities 
Demonstrate ownership and sense of urgency in resolving inquiries and issues 
Proven effectiveness in fast-paced, demanding, client-driven environment. 
Ability to perform and deliver within tight deadlines 
A challenging and inquiring mind 
Attention to detail and tenacity

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 a