WM Operations- Client Reporting Operations- Associate

Morgan Stanley • New York, NY

1d • $65,000 - $103,000

About The Position

The Associate in Wealth Management Client Reporting Operations supports the onboarding and maintenance of externally held investment accounts, enabling comprehensive client reporting across Morgan Stanley’s Wealth Management platform. This Operations role sits within Product Support & Services, which provides transaction support and manages post-execution processes. The position involves processing account requests, reviewing documentation, completing due diligence, and ensuring externally held assets are set up accurately and promptly in internal reporting platforms. The Associate also contributes to process management, risk identification, control improvements, projects, and collaboration with internal stakeholders.

Requirements

• At least 2 years of relevant experience is generally expected.
• 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.
• Understanding of financial services operations and investment account servicing processes.
• Ability to partner effectively with Financial Advisors, branch personnel, and internal stakeholders to resolve inquiries and drive timely onboarding outcomes.
• Ability to recognize risks and contribute to process improvements.

Responsibilities

• Execute processes and functions, and support process management and project efforts, using knowledge of relevant systems, markets, and instruments.
• Recognize risks 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, focusing on timely execution.
• Process account onboarding and maintenance requests from branch and field partners to support client performance reporting capabilities.
• Review account documentation, perform required due diligence, and ensure timely and accurate setup of externally held assets within internal reporting platforms.
• Partner with Financial Advisors, branch personnel, and internal stakeholders to resolve inquiries and support timely onboarding outcomes.
• Maintain controls while responding to client requests.

Benefits

• Morgan Stanley-sponsored benefit programs and employee perks; specific benefits are not enumerated.
• Potential commission earnings, incentive compensation, discretionary bonuses, and other short- and long-term incentive packages, depending on the position.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed