WM Operations- Client Reporting Operations- Associate
Core
Support the onboarding and maintenance of externally held investment accounts to enable comprehensive client reporting across Morgan Stanley's Wealth Management platform.
Role type
Associate in Wealth Management Client Reporting Operations
Builds
Client performance reporting capabilities
Domain
Financial services / Wealth Management
Required skills
Process execution, risk recognition, due diligence, stakeholder partnership, financial services operations knowledge, account servicing
Preferred skills
None stated
Technologies
None stated
Responsibilities
Execute processes/functions and support process management, recognize risk in day-to-day processes, process account onboarding and maintenance requests, review account documentation and perform due diligence, ensure timely and accurate setup of externally held assets within internal reporting platforms
Seniority
Associate, minimal guidance