Service Professional- Client Services Center

Morgan StanleySouth Jordan, UT

About The Position

We're seeking someone to join our team as a Service Professional in the Client Service Center in Wealth Management Operations to service clients in areas of service ranging from general customer service questions to technology support. In 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 within the 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. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

Requirements

  • Comprehensive knowledge and understanding of functional area and operational/compliance policies and procedures of their team
  • Ability to operate independently with respect to some job responsibilities
  • Culture carrier across Operations, embracing the Firm's core values
  • Ability to partner with and maintain relationships with key vendor contacts.
  • At least 4 years' relevant experience would generally be expected to find the skills required for this role.

Responsibilities

  • Execute complex processes and assist a Team Manager in coordinating processes, risks and/or projects
  • Recognize risk in day-to-day processes to draw out the key issues and leverage detailed knowledge to propose changes in process
  • Train others, allocate tasks and support with first line escalation where required
  • Share expert knowledge across the team, contribute to team output and development, building relationships across the Firm

Benefits

  • comprehensive employee benefits and perks
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