Client Beneficiary Services Associate

Morgan-Stanley; Columbus (OH); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Retirement benefits

Employee assistance program

Job summary

Morgan Stanley seeks an Associate in Wealth Management Operations in Columbus to assist beneficiaries through inheritance processes and to support internal and external client relationships. You will work with the team to execute process improvements, manage risk, and ensure timely, accurate case handling, delivering high levels of service and empathy to clients and beneficiaries.

The role emphasizes relationship management, collaboration across operations, and leveraging Morgan Stanley systems

Qualifications

• 3-4 years financial services experience with client service interactions.
• Knowledge of estates, trusts, and retirement plans, and account opening and asset distribution processes.
• Ability to work within Wealth Management Operations and manage internal/external client relationships.

Responsibilities

• Execute processes and support project efforts, leveraging domain knowledge of markets and instruments.
• Identify risks in day-to-day processes and contribute to improvements.
• Build relationships with team and stakeholders to improve outputs.
• Support inheritance lifecycle for clients, ensuring timely issue resolution.
• Communicate with clients via phone/email providing high service levels and transparency.

Skills

Client service

Relationship building

Communication

Team collaboration

Attention to detail

Education

Bachelor's degree preferred

Tools

Microsoft Office

CRM systems

Job description

We’re seeking someone to join our team as an Associate in Wealth Management Operations to assist beneficiaries during the inheritance process.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 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.Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.At Morgan Stanley Columbus, we support the Firm’s global Wealth Management, Private Banking, Operations and Technology divisions.Morgan Stanley has been rooted in the Columbus community since 2003. We offer best-in-class centers of excellence to support our clients with various call centers achieving J.D. Power certification since 2018. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. There’s ample opportunity for innovation, deep learning and career progression for those who show passion and grit in their work. And we proudly give back to local nonprofit organizations in the Columbus community by offering up our unique skillsets, thousands of volunteer hours and dedicated financial support.Interested in joining a team that’s eager to create, innovate and make an impact on the world?What you’ll do in the role:• Execute processes/functions and/or support process management and project efforts, leveraging knowledge of the systems, markets and instruments that influence the team• Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements• Build relationships within team and internal stakeholders, sharing knowledge to contribute to team output• Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution• Provide dedicated one-on-one support for the client throughout the inheritance process leveraging effective relationship management skills• Research and resolve problems with both internal and external clients accurately and in a timely manner• Proactively communicate with clients by phone and or email to provide a high level of service, transparency, and empathy to clients and beneficiaries. Communicate with beneficiaries the process and work with them to collect required docs to complete case for account transfer/liquidation• Leverage Morgan Stanley systems and ensure all case interactions are appropriately entered and documentedWhat you’ll bring to the role:• Ability to establish clear goals and priorities, and address non-standard issues within area of expertise with minimal guidance and supervision• Subject matter expertise in business area supported, client requirements, and ability to ensure control is not compromised to comply with client requests• Culture carrier across Operations, embracing the Firm's core values• College degree preferred• 3-4 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes.We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries.At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. Our Firm is differentiated by the caliber of our diverse team, while our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).WHAT YOU CAN EXPECT FROM MORGAN STANLEY:At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .