Workplace Solutions Group - Wealth Management Service Professional
Company: Morgan Stanley
Location: Columbus
Posted on: January 13, 2021
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Job Description:
Workplace Solutions Group - Wealth Management Service
ProfessionalJob Number:3162983POSTING DATE: Dec 22, 2020PRIMARY
LOCATION: Americas-United States of America-Ohio-ColumbusJOB:
Wealth ManagementEMPLOYMENT TYPE: Full TimeJOB LEVEL:
AssociateDESCRIPTIONCompany 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,
achieve and grow. A philosophy that balances personal lifestyles,
perspectives and needs is an important part of our
culture.Department Overview:The Workplace Solutions Group provides
best in class servicing for Morgan Stanley at Work participants
(including employee stock benefit plans) for over 3,000 corporate
clients in over 150 countries.Position Summary:As a Wealth
Management Service Professional, you will provide industry leading
service to employees of our corporate (including IPO) clients as
well as wealth management solutions in partnership with Morgan
Stanley financial advisors. You will be part of a global team
located in 5 countries and 8 major cities working together to
provide a high standard of care to clients and participants around
the world.Role Responsibilities:* Provide world-class customer
service to both internal and external clients in all interactions,
striving to exceed client expectations* Process and follow-up on
participant service requests to ensure execution in a timely
manner* Set appropriate timeline expectations for requests and
follow-up within that time frame when necessary* Ability to handle
a high volume of requests in a fast-paced environment* Effectively
navigate firm systems for all workflow processing and participant
requests* Apply Firm verification policies and procedures for all
clients to avoid identity theft and fraudulent activity* Keep
current on SEC/FINRA, Compliance and Firm guidelines and apply to
all activity to ensure risk mitigation* Risk recognition and
mitigation, including ensuring a deep understanding of and
adherence to all policies and procedures. Uphold requirements of
the Quality Assurance guidelines.* Place unsolicited trades for
participants and clients of the Firm* Other duties as
assignedQUALIFICATIONSQualifications--- Bachelor's degree
preferred* 2-5 years relevant experience is preferred* Series 7 and
66 Licensing preferred OR* Must complete and obtain the Securities
Industry Essential (SIE) Exam prior to the start date, and obtain
the Series 7 and 66 licensing exams within a defined period of time
post-employment
Keywords: Morgan Stanley, Columbus , Workplace Solutions Group - Wealth Management Service Professional, Executive , Columbus, Ohio
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