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 works in Wealth Management Operations, supporting the processing of client accounts during inheritance. The role manages the transition of assets for individual clients and serves as a subject matter expert. Operations partners with business units across the Firm to support financial transactions, develop and implement effective controls, and build client relationships. The position is an Associate-level role within Client Service & Relationship Management, which manages internal and external client relationships through client service, client experience improvements, and vendor and external business partner management. The associate provides dedicated one-on-one support to clients throughout the inheritance process. They communicate proactively with clients by phone and/or email, aiming to provide service that is transparent, empathetic, and responsive. The role executes processes and supports process management and projects, identifies risks and contributes to process improvements, builds relationships with team members and internal stakeholders, and helps formulate solutions and deliver initiatives on time.

Requirements

At least 2 years of relevant experience would generally be expected for the skills required for this role.
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, escalating when appropriate.
Ability to efficiently handle a high volume of requests in a fast-paced environment.
Legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.

Responsibilities

Execute processes and functions and/or support process management and project efforts, applying 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 help formulate solutions, with a focus on timely execution.
Provide dedicated one-on-one support to clients throughout the inheritance process, using effective relationship management skills.
Proactively communicate with clients by phone and/or email to provide 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 and serve as a subject matter expert.