Overview
Associate in the Account Transfer Service Department at the P2 level within Core Services. This role is responsible for performing and managing product-agnostic and centralized operational services across several businesses and products. We are Morgan Stanley, a global financial services firm with a long history of serving clients and communities worldwide. Our Baltimore team supports the Firm’s Technology, Operations, Risk Management, Legal and Compliance, Internal Audit and Finance divisions. Our culture emphasizes collaboration, diverse perspectives, and a commitment to inclusion. What you will do
Assist Morgan Stanley branches and E*Trade self-directed clients with transferring accounts/assets to and from other financial institutions, ensuring transfers are completed quickly and smoothly. Work to solve problems, ensure transfer documentation is in good order, and coordinate multi-million dollar transfers with contra firms. Field service phone calls from branches and ET service center personnel. Collaborate with other team members and teams on automation projects and system improvements. Engage in other job tasks as assigned within the scope of the Account Transfer Services department. Qualifications and experience
Must be able to think creatively to solve problems with a focus on client experience and providing a high level of service. Previous experience in a service environment and/or experience working directly with clients is desirable. Knowledge about financial institutions/markets and Microsoft Office is required. Further knowledge about automation tools or coding is desirable. What we offer
Salary range for the position: $51,000.00 - $82,500.00/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award and may participate in the relevant business unit’s incentive compensation plan, which may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability, Paid Time Off, 10 Paid Holidays, 401(k), and Short/Long Term Disability, plus other perks. Visit mybenefits.morganstanley.com to learn more. There’s ample opportunity to move across the business for those who show passion and grit in their work. About diversity and equal opportunity
Morgan Stanley is an equal opportunity employer. We are committed to diversifying our workforce and to providing equal employment opportunities without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital or civil partnership status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. See https://www.morganstanley.com/about-us/diversity for more information. To learn more about our offices globally, please visit the firm’s global offices page: https://www.morganstanley.com/about-us/global-offices.
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Associate in the Account Transfer Service Department at the P2 level within Core Services. This role is responsible for performing and managing product-agnostic and centralized operational services across several businesses and products. We are Morgan Stanley, a global financial services firm with a long history of serving clients and communities worldwide. Our Baltimore team supports the Firm’s Technology, Operations, Risk Management, Legal and Compliance, Internal Audit and Finance divisions. Our culture emphasizes collaboration, diverse perspectives, and a commitment to inclusion. What you will do
Assist Morgan Stanley branches and E*Trade self-directed clients with transferring accounts/assets to and from other financial institutions, ensuring transfers are completed quickly and smoothly. Work to solve problems, ensure transfer documentation is in good order, and coordinate multi-million dollar transfers with contra firms. Field service phone calls from branches and ET service center personnel. Collaborate with other team members and teams on automation projects and system improvements. Engage in other job tasks as assigned within the scope of the Account Transfer Services department. Qualifications and experience
Must be able to think creatively to solve problems with a focus on client experience and providing a high level of service. Previous experience in a service environment and/or experience working directly with clients is desirable. Knowledge about financial institutions/markets and Microsoft Office is required. Further knowledge about automation tools or coding is desirable. What we offer
Salary range for the position: $51,000.00 - $82,500.00/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award and may participate in the relevant business unit’s incentive compensation plan, which may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability, Paid Time Off, 10 Paid Holidays, 401(k), and Short/Long Term Disability, plus other perks. Visit mybenefits.morganstanley.com to learn more. There’s ample opportunity to move across the business for those who show passion and grit in their work. About diversity and equal opportunity
Morgan Stanley is an equal opportunity employer. We are committed to diversifying our workforce and to providing equal employment opportunities without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital or civil partnership status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. See https://www.morganstanley.com/about-us/diversity for more information. To learn more about our offices globally, please visit the firm’s global offices page: https://www.morganstanley.com/about-us/global-offices.
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