Escheatment Operations Specialist - Campaigns & Compliance

Morgan Stanley; Baltimore (MD); On-site; USD 51,000 - 83,000; Full time

Benefits offered by this job

401(k)

Paid time off including parental leave

Medical and dental benefits

Disability insurance

Job summary

Morgan Stanley is seeking an Associate in WM Escheatment Operations in Baltimore, Maryland. In this role, you will collaborate with branches and key stakeholders to ensure timely reporting and delivery of eligible accounts to state authorities, while managing the escheatment campaigns across the seasons.

You will need to establish clear goals, support financial transactions, and develop client relationships. Ideal candidates should have at least 2 years of relevant experience and strong skills in data analysis and client management.

Qualifications

• Minimum of 2 years of relevant experience.
• Proficiency in analyzing large datasets.
• Knowledge of unclaimed property regulations and SEC 17a‑17 is welcomed.

Responsibilities

• Collaborate with branches and key stakeholders to ensure timely reporting.
• Manage three escheatment campaigns and ensure compliance.
• Develop and maintain internal and external client relationships.

Skills

Organizational skills

Critical thinking

Collaboration and teamwork

Client relationship management

Data analysis

Job description

Morgan Stanley is seeking an Associate in WM Escheatment Operations in Baltimore, Maryland. In this role, you will collaborate with branches and key stakeholders to ensure timely reporting and delivery of eligible accounts to state authorities, while managing the escheatment campaigns across the seasons.

You will need to establish clear goals, support financial transactions, and develop client relationships. Ideal candidates should have at least 2 years of relevant experience and strong skills in data analysis and client management.