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Job Description

Were seeking someone to join our team as an Associate to join our Wealth Management Operations Team which is embedded within the Firm's Wealth Management Operations Group. In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships, driving strategic automation solutions by embracing a transformation mindset and challenging the status quo. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. At Morgan Stanley Baltimore, we support the Firms global Technology, Operations, Risk Management, Legal and Compliance, Internal Audit and Finance divisions. Morgan Stanley has been rooted in the Baltimore community since 2003. Our talented and diverse team is one of the largest in the U.S. outside of our New York headquarters and home to industry leading cybersecurity innovation with multiple patents and awards. Our teams are relentless collaborators and creative thinkers, fuelled by their diverse backgrounds and experiences. Theres ample opportunity to move across the businesses for those who show passion and grit in their work. Interested in joining a team thats eager to create, innovate and make an impact on the world? What youll do in the role: Review paper and electronic applications to determine documents are in good order Manually process applications as needed with speed and accuracy Handle exception and reconciliation reports, and help execute risk controls Quickly respond to related Operations and Customer Service inquiries Work with various lines of business to identify fraudulent or high-risk new accounts Process all work daily to maintain excellent service levels Identify and document process and system enhancements forproductivity, quality, and efficiency Communicate with internal partners across all lines of business at all levels Support implementation of operational efficiency projects such as DocuSign and UiPath RPA

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