Escalations Team Associate

Morgan Stanley • Columbus, OH

7d

About The Position

Escalations Team Associate - Wealth Management Operations Supporting High-Profile Financial Advisors with Alternative Investment Transactions Company Overview Morgan Stanley is a leading global financial services firm, committed to delivering exceptional client service, fostering innovation, and maintaining the highest standards of integrity. Our Wealth Management division empowers individuals, families, and institutions to achieve their financial goals through a comprehensive suite of investment solutions. We value teamwork, excellence, and a client-centric approach in all we do. Job Summary The Escalation Team Associate in Wealth Management Operations (WM Operations) plays a critical role in supporting high-profile Financial Advisors and their staff. This position focuses on managing case inquiries, providing escalation support, overseeing K1 processing, and executing ad-hoc projects related to Alternative Investment transactions. The role is not phone-based and requires effective written communication, subject matter expertise, and a proactive approach to process improvement. The Associate reports to one of the Alternative Investments Vice President.

Requirements

• Bachelor's degree in Finance, Business Administration, or a related field.
• 1-3 years of professional experience in financial operations, wealth management, or alternative investments.
• Proven ability to manage multiple priorities in a fast-paced, deadline-driven environment.
• Strong technical proficiency with Microsoft Office Suite and internal case management systems.
• Exceptional written communication skills, with a focus on clarity and accuracy.

Nice To Haves

• Demonstrated client service orientation with the ability to build trust and credibility with high-profile stakeholders.
• Analytical thinking and attention to detail for effective case resolution and process evaluation.
• Proactive problem-solving approach and willingness to take initiative on process improvement projects.
• Ability to quickly acquire and apply subject matter expertise in complex financial products and operations.
• Strong organizational skills and the capacity to work independently and collaboratively in a team environment.
• High standards of integrity, confidentiality, and professional conduct.

Responsibilities

• Serve as a primary escalation point for complex Alternative Investment transaction cases, ensuring prompt and accurate resolution for Financial Advisors and their teams.
• Manage and track case inquiries through internal systems, and status updates.
• Coordinate and process K1 tax documents, ensuring compliance with regulatory guidelines and timely delivery to clients.
• Support and execute ad-hoc operational projects to enhance process efficiency and service quality.
• Identify recurring issues and recommend process improvements to reduce escalations and streamline operations.
• Collaborate closely with internal stakeholders, including Operations, Technology, and Compliance teams, to resolve complex inquiries and implement solutions.
• Develop and maintain subject matter expertise in Alternative Investments and Wealth Management operational procedures.
• Uphold the highest standards of client service, confidentiality, and professionalism in all interactions.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees