Stock Plan Services Operations Associate - Wealth Management

  • Competitive
  • New York, NY, USA
  • Permanent, Full time
  • Morgan Stanley USA
  • 19 Oct 18

Stock Plan Services Operations Associate - Wealth Management

Company Profile
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Department Profile
Operations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the full potential of IT and e-solutions. Throughout, the Operations department continually seeks ways to improve while actively supporting the development of new businesses, structures and markets.

Background on the Team
Global Wealth Management Operations provides brokerage, investment and financial services to hundreds of thousands of individual investors. We apply our expertise in serving institutional clients to create new opportunities for people to achieve their personal financial goals. Morgan Stanley has one of the largest retail brokerage networks, with numerous worldwide representatives and retail locations. Our services are tailored to each client's investment objectives, risk tolerance, and financial needs. Products include mutual funds, stocks, bonds, and alternative investments where appropriate, as well as banking, mortgages, insurance and annuities.

Primary Responsibilities
The Stock Plan Services Operations Associate is responsible for various functions in Operations which could include disbursements, transfers, research, reconciliation, billing, and engagement and support of FA teams in the field.

Associates are required to meet production and quality standards, cross train in multiple functions, adhere to compliance and control guidelines, and interact with internal and external clients, as well as peers in phones and operations.

Qualifications:

Skills required
-Excellent communication skills, both oral and written
-Computer proficiency including, but not limited to:
-Windows
-Microsoft Office
-Internet and Website Knowledge and navigation skills
-Time and Stress Management skills
-Conflict management skills
-Technical Support skills a plus
-Client-Focus and problem-solving skills
-Multi-tasking in a fast-paced environment
-Attention to detail and quality of work
-Follow-through and accountability
-Ability to work within a team
-Initiative/Self-starter
-Proactive
-College Degree is preferred
-A desire for a career in Financial Services is a must
-GSPS and/or operations experience preferred