Inheritance Case Specialist – Associate – Wealth Management Operations
| Company | Morgan Stanley |
|---|---|
| Location | Salt Lake City, UT, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level |
Requirements
- 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
- Series 7 and 66 required (or 63 & 65)
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
- Provide dedicated one-on-one support for the client throughout the inheritance process leveraging effective relationship management skills
- Research and resolve problems with both internal and external clients accurately and in a timely manner
- Proactively communicate with clients by phone and or email to provide a high level of service, transparency, and empathy to clients and beneficiaries
- Leverage Morgan Stanley systems and ensure all case interactions are appropriately entered and documented
- Other ad hoc duties as assigned
Preferred Qualifications
- College degree preferred
- 3-4 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes