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Advisory Billing & Account Specialist - Wealth Management Operations

Company: Morgan Stanley
Location: Columbus
Posted on: February 16, 2020

Job Description:

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.

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.

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.

The Advisory Operations Associate will serve as a subject matter expert and point of contact for Morgan Stanley branch personnel in regards to Advisory account opening, maintenance, and billing. The associate will explain various policies and procedures, assist with navigation of the firm's systems as well as process branch personnel requests. Inquiries and processing request include, but are not limited to, Advisory account opening, clearing account deficiencies, adjusting the client's advisory fee rate, explaining the firm's standard floor and support levels, linking client accounts for billing purposes, modifying a debit account, and various advisory policies that affect commissions. In addition to being the Advisory point of contact, the Advisory Operations Associate will work with Advisory Operations on researching exception reports and will assist in Advisory Related Project work.


- Efficient written and oral communication skills
- Strong interpersonal and service skills
- Problem solving, personal accountability, ownership, and professionalism
- Ability to learn quickly and apply knowledge
- Teamwork as well as ability to work well individually
- Four-year degree in Finance, Economics, Business Management,
- Communications or similar preferred
- General knowledge of financial markets
- Working knowledge of Morgan Stanley systems and policies

Keywords: Morgan Stanley, Columbus , Advisory Billing & Account Specialist - Wealth Management Operations, Executive , Columbus, Ohio

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