Asset Management Associate
POSTING DATE: Aug 8, 2024
PRIMARY LOCATION: Americas-United States of America-Utah-South Jordan
EDUCATION LEVEL: Bachelor's Degree
JOB: Wealth Management
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Associate
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.
The Asset Movement Team (AMT) Associate will work closely with field service teams and various other internal departments in the review and approval of money/asset movement transactions. They will report directly to a Regional Leader.
Responsibilities Include:
Review & Approve disbursement requests to ensure completion in a timely manner.
Research and resolve problems with a timely manner.
Ability to handle a high volume of requests in a fast paced environment.
Efficiently navigating Morgan Stanley systems.
Provide world class customer service in all interactions.
Apply Firm verification policies for all clients to avoid identity theft and fraudulent activity.
Keep current on SEC/FINRA, Compliance and Firm policy and procedural guidelines and apply to review processing and all interactions to ensure risk mitigation.
Participate in projects and/or remediation efforts as needed including pilot programs.
Other duties as assigned
College preferred or equivalent experience
1-3 year’s industry experience preferred
Basic knowledge of Morgan Stanley systems and procedures
Basic clerical and administrative skills
Effective written and verbal communication skills
Excellent interpersonal and client service skills
Organizational skills, attention to detail and excellent follow up skills
Ability to research and resolve problems and service inquiries and escalate when appropriate
Strong computer skills including Microsoft Suite.
Be self-motivated and able to work in a strong team and high activity environment
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
