Wealth Ops: Beneficiary Services Specialist

Morgan Stanley; Columbus (OH); On-site; USD 65,000 - 90,000; Full time

Job summary

Morgan Stanley in Columbus is seeking an Associate in Wealth Management Operations to support beneficiaries through the inheritance process. You will partner with internal teams to manage client relationships, execute processes, and ensure timely, accurate case handling.

The role emphasizes risk awareness, proactive client communication, and collaboration across business units to optimize service and strengthen trust with clients and beneficiaries.

Qualifications

• College degree preferred.
• 3-4 years financial services experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes.

Responsibilities

• Execute processes/functions and support process management and projects with knowledge of systems, markets and instruments.
• Recognize risk in day-to-day processes and contribute to improvements.
• Build relationships within the team and with internal stakeholders.
• Participate in projects and initiatives, aiding in solution formulation with timely execution.
• Provide dedicated one-on-one client support throughout the inheritance process.
• Research and resolve problems with internal and external clients accurately and timely.
• Proactively communicate with clients by phone/email to provide high level service, transparency and empathy to clients and beneficiaries.

Skills

Client service

Relationship management

Communication

Process execution

Collaboration

Education

College degree

Tools

Morgan Stanley systems

Job description

Morgan Stanley in Columbus is seeking an Associate in Wealth Management Operations to support beneficiaries through the inheritance process. You will partner with internal teams to manage client relationships, execute processes, and ensure timely, accurate case handling.

The role emphasizes risk awareness, proactive client communication, and collaboration across business units to optimize service and strengthen trust with clients and beneficiaries.