Assoc, Sr. Professional, P3, Client Services & Relationship Mgmt WM, NEX : Job Level - Associate
Morgan StanleyAbout the role
We're seeking someone to join our team as a Vice President in Wealth Management Operations serving as a Department Manager in our Client Service Center in Columbus, Ohio.
The Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position level position within the Product Support & Services, which is responsible for providing transaction support and managing post execution processes.
This is an Associate Sr. Professional position at P3 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.
What you'll do in the role:
- Develop staff, lead projects and control deployment of resources, owning management tools/methods such as work queues, checklists, depth charts and calendars
- Set direction and expectations for your team(s), defining training plans and transfer of expert knowledge to contribute to team output and development
- Contribute to business plan for area, establish risk/contingency plans, raise and address issues with urgency when required
- Build and manage relationships with business unit partners, other Morgan Stanley infrastructure departments, and external contact points in Client or Market organizations
- Responsible for multiple processes across Service Operations
Oversee complex process management
What you'll bring to the role:
- Strong relationship building skills serving as a role model for client service
- Ability to think commercially, understand the impact of initiatives, risks on the operational budget
- Experience in managing teams, enhancing control, continuous improvement and reducing operational risk
- Culture carrier and role model, representing and leading the Firm's core values to influence and motivate those around you
- Influence stakeholders as needed to move forward key initiatives
- Must obtain Series 99 license if supervising a covered function [RECRUITER to confirm with HM during intake meeting]
- At least 10-12 years' relevant experience would generally be expected to find the skills required for this role
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
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