WM Operations- Client Reporting Operations- Associate
Core
Execute processes and support process management for the onboarding and maintenance of externally held investment accounts to enable comprehensive client reporting.
Role type
Associate in Wealth Management Client Reporting Operations
Builds
Client performance reporting capabilities across Morgan Stanley's Wealth Management platform
Domain
Financial services / Wealth Management
Required skills
Process execution, risk recognition, due diligence, account onboarding, stakeholder partnership, financial operations knowledge
Preferred skills
Ability to work with minimal guidance, subject matter expertise in business area, understanding of investment account servicing processes
Responsibilities
Process account onboarding and maintenance requests, review account documentation, perform due diligence, ensure timely and accurate setup of externally held assets within internal reporting platforms, recognize risk in day-to-day processes, contribute to process improvements
Seniority
Associate, hands-on IC