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

Morgan Stanley•South Jordan, UT

About The Position

The Estate & Inheritor Service Associate is an Associate-level role in Wealth Management Operations, within Client Service & Relationship Management. The role supports the processing of client accounts during inheritance and manages transitions of assets for individual clients, serving as a subject matter expert. It provides dedicated one-on-one support throughout the inheritance process and builds client relationships through proactive, empathetic communication by phone and email. The position also executes operational processes, identifies risks and contributes to process improvements, and participates in projects and initiatives. The role is based in Morgan Stanley’s Salt Lake operations hub. Applicants must be legally authorized to work in the United States without requiring employment visa sponsorship now or in the future.

Requirements

At least 2 years of relevant experience would generally be expected for the skills required.
Ability to establish clear goals and priorities and address non-standard issues within the area of expertise with minimal guidance and supervision.
Subject matter expertise in the supported business area and client requirements, with the ability to ensure controls are not compromised to comply with client requests.
Ability to research and resolve problems and service inquiries and escalate when appropriate.
Ability to efficiently handle a high volume of requests in a fast-paced environment.
Legally authorized to work in the United States without requiring employment visa sponsorship now or in the future.

Responsibilities

Execute processes and functions, and support process management and project efforts using knowledge of relevant systems, markets, and instruments.
Recognize risk in day-to-day processes, identify key issues, and contribute to process improvements.
Build relationships within the team and with internal stakeholders, sharing knowledge to contribute to team output.
Participate in projects and initiatives and aid in formulating solutions with a focus on timely execution.
Provide dedicated one-on-one client support throughout the inheritance process.
Proactively communicate with clients by phone and/or email, providing service, transparency, and empathy.
Research and resolve problems and service inquiries, escalating when appropriate.
Manage the transition of assets for individual clients during the inheritance process.