Assoc, Professional, P2, Product Support & Services WM, NEX : Job Level - Associate

We are seeking a detail-oriented and client-focused individual to join our Equities and Options Trade Support team within Wealth Management Operations. This team serves on the front lines, providing critical support to our Clients, Financial Advisors (FAs), Client Service Associates (CSAs) and branch teams across the country.

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 Product Support & Services, which is responsible for providing transaction support and managing post execution processes.

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.

Morgan Stanley has been rooted in the Baltimore community since 2003. Our talented and diverse team is one of the largest in the U.S. outside of our New York headquarters and home to industry leading cybersecurity innovation with multiple patents and awards. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. There’s ample opportunity to move across the businesses for those who show passion and grit in their work.

This role involves handling inbound calls, resolving cases, and ensuring accurate processing, execution and support of equity, exchange traded funds and option trades. The ideal candidate will possess strong communication skills, a passion for client service, and a deep commitment to operational excellence and risk mitigation.

Key Responsibilities:

> Serve as a primary point of contact for Financial Advisors and branch personnel regarding equity and option trade inquiries

> Respond to and resolve cases through phone, email, and case management systems in a timely and professional manner

> Investigate and support trade corrections, account inquiries, and execution issues

> Perform detailed reviews and reconciliations of trade activity to ensure accuracy and alignment with regulatory requirements

> Collaborate with trading desks, technology, compliance, and other operations teams to resolve escalated or complex trade issues

> Maintain a strong understanding of market mechanics, trading regulations, and firm policies

> Uphold a high standard of accuracy and attention to detail to minimize risk and operational errors

> Participate in a rotating schedule to service our clients that includes working 2nd and 3rd shifts, as required.

> Identify and escalate trends or process gaps that may require enhancements or additional training

> Support projects, process improvements, and user acceptance testing as needed.

Qualifications:

> Series 7 and/or Series 63/66 licenses are preferred or must be obtained within 90 days

> Bachelor's degree in Finance, Business, or a related field preferred

> 1-3 years of experience in financial services or a trade support environment

> Strong understanding of equity and options markets and trade lifecycle preferred

> Excellent communication skills, both verbal and written

> Demonstrated attention to detail and commitment to delivering high-quality work

> Ability to handle high call volumes while maintaining professionalism and accuracy

> Proven problem-solving skills with the ability to work independently and under pressure

> Proficiency with Microsoft Office; experience with trade systems (e.g., Order Management Systems, case tools) is a plus

What We Offer:

> Exposure to fast-paced equity, ETF and options markets

> A collaborative and supportive team environment

> Opportunities for career growth and professional development

> A chance to directly impact the client experience in Wealth Management

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 strength