Wealth Management Client Services & Relationship Associate

474 MS Services Group, Inc.; Utah; On-site; USD 65,000 - 90,000; Full time

Job summary

Morgan Stanley Salt Lake is seeking an Associate in the Operations division, at the P2 level within Client Service & Relationship Management, to support internal and external client relationships and optimize the client experience. You will execute processes, manage risk, build relationships with stakeholders, and participate in projects with a focus on timely execution.

A minimum of two years of relevant experience is expected.

Qualifications

• 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
• At least 2 years' relevant experience would generally be expected to find the skills required for this role.

Responsibilities

• 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

Job description

Morgan Stanley Salt Lake is seeking an Associate in the Operations division, at the P2 level within Client Service & Relationship Management, to support internal and external client relationships and optimize the client experience. You will execute processes, manage risk, build relationships with stakeholders, and participate in projects with a focus on timely execution.

A minimum of two years of relevant experience is expected.