Wealth Management Client Reporting Operations Lead

474 MS Services Group, Inc.; United States; On-site; USD 65,000 - 103,000; Full time

Job summary

Morgan Stanley 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 its Wealth Management platform.

The role sits in the Operations division, partnering with business units to support financial transactions, implement controls and develop client relationships.

Qualifications

• 2+ years of relevant experience in wealth management operations or client reporting.
• Strong understanding of financial services operations and investment account servicing.

Responsibilities

• Execute processes and support process management and projects with knowledge of systems, markets and instruments.
• Identify risks in daily processes and contribute to improvements.
• Build relationships with team and internal stakeholders to enhance output.
• Participate in projects and aid in timely solution formulation.
• Process onboarding and maintenance requests to support client reporting capabilities.
• Review account documentation, perform due diligence, and ensure accurate setup of externally held assets.

Skills

Goal setting

Industry knowledge

Relationship building

Financial operations

Cross-functional collaboration

Experience (2+ years)

Job description

Morgan Stanley 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 its Wealth Management platform.

The role sits in the Operations division, partnering with business units to support financial transactions, implement controls and develop client relationships.