Wealth Management Client Reporting Operations Associate

Morgan-Stanley; Town of Islip (NY); On-site; USD 65,000 - 103,000; Full time

Job summary

Morgan Stanley in New York is seeking an Associate in Wealth Management Client Reporting Operations to support onboarding and maintenance of externally held investment accounts for comprehensive client reporting across the Wealth Management platform.

You will execute processes, identify risks, and collaborate with Financial Advisors, branch staff, and internal stakeholders to ensure timely onboarding and accurate reporting. At least 2 years of relevant experience is expected.

Qualifications

• Minimum of 2 years of relevant experience in wealth management or financial services.
• Strong understanding of client reporting processes and account servicing.
• Ability to collaborate with Financial Advisors, branch staff, and internal stakeholders.

Responsibilities

• Execute processes/functions and support process management and project efforts, leveraging knowledge of systems, markets and instruments.
• Recognize risk in day-to-day processes to identify issues and contribute to improvements.
• Build relationships within the team and with internal stakeholders to boost output.
• Participate in projects and initiatives, aiding solution formulation with timely execution.
• Process onboarding and maintenance requests from branch and field partners to support reporting capabilities.
• Review account documentation, perform due diligence, and ensure timely setup of externally held assets within reporting platforms.

Job description

Morgan Stanley in New York is seeking an Associate in Wealth Management Client Reporting Operations to support onboarding and maintenance of externally held investment accounts for comprehensive client reporting across the Wealth Management platform.

You will execute processes, identify risks, and collaborate with Financial Advisors, branch staff, and internal stakeholders to ensure timely onboarding and accurate reporting. At least 2 years of relevant experience is expected.