IWM Service Associate
About The Position
IWM Service Associate Firm Overview Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Department Profile International Wealth Management (IWM) is a division within Morgan Stanley Private Wealth Management (PWM) that focuses on overseeing the business and key strategic efforts focused on servicing International clients, (i.e., clients residing outside the US, and booking assets at Morgan Stanley Smith Barney). IWM has been one of the largest growth business within WM over the last few years and a strategic focus of the firm. The IWM Service team enables front-office and client-facing professionals to deliver a high-quality client experience by providing operational, administrative, and service support across the end-to-end wealth management lifecycle. The team serves as a key partner to Advisors/Relationship Managers and internal stakeholders by helping ensure timely execution, risk-aware processing, and consistent service standards. In this role, the IWM Service Associate will:
Requirements
- Bachelor’s degree required
- 3-5 years in wealth management, top-tier management consulting, or financial services firm
- Experience in financial services preferred, Wealth Management expertise a plus
- International background a plus
- Strategic thinker with strong analytical and problem-solving skills
- Excellent interpersonal skills, including collaborative work style and ability to influence stakeholders; experience working across teams and with senior leadership a plus
- Detail and results-oriented individual
- Strong team player, and high energy, and comfortable working in a fast-paced, dynamic environment
- Proficiency in the Microsoft Office suite (Excel, Word, PowerPoint)
Responsibilities
- Review and approve international account related modifications
- Review and approve international related account opening
- Review and approve outgoing wire transfers
- Answer calls on ICPU hotline
- Assist with compilation of metrics/reports on international business
- Assist remediation of clients’ accounts in response to local law changes
- Assist with coordination and content creation of international training
- Assist in creating systematic controls to mitigate risks associated with international business
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees
