ColumbusRecruiter Since 2001
the smart solution for Columbus jobs

Workplace Solutions Group - Wealth Management Service Professional

Company: Morgan Stanley
Location: Columbus
Posted on: January 13, 2021

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

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Other Executive Jobs

Automotive Parts Warranty Manager
Description: Kelly Services is seeking an automotive parts supervisor to manage the Warranty Parts Inspection department at a major autoparts manufacturer in Raymond, Ohio. This is a full-time, temporary-to-hire position (more...)
Company: Kelly
Location: Raymond
Posted on: 01/22/2021

Health & Wellness Director RN
Description: Job DescriptionOverview Health and Wellness Director Brookdale Lakeview Crossing 4000 Lakview Crossing Groveport, Ohio 43125 Brookdale Lakeview Crossing is a beautiful and family oriented senior living (more...)
Company: Brookdale Senior Living
Location: Groveport
Posted on: 01/22/2021

Project Manager
Description: RESPONSIBILITIES:Kforce has a client in search of a Project Manager in Columbus, OH. Key Tasks: Leads small to moderately complex projects or some subsets of larger projects to achieve desired business (more...)
Company: Kforce Technology
Location: Columbus
Posted on: 01/22/2021

Business Account Manager
Description: BUSINESS ACCOUNT MANAGERYou are a natural sales professional. A positive, upbeat, passionate, and an ambitious person that is determined to thrive in an ever-changing environment. Victra is the largest (more...)
Company: Victra - Verizon Authorized Retailer
Location: Columbus
Posted on: 01/22/2021

Director of National Sales (job located in Dayton, OH area)
Description: EXPERIENCE QUALIFICATIONSThe successful Director of National Sales candidate should possess a B.S. in Business or related field with minimum of ten 10 years of experience in business to business sales (more...)
Company: GreenSearch
Location: Columbus
Posted on: 01/22/2021

Compliance Manager/ Environmental Consultant
Description: Kelly Science is seeking a Compliance Manager/ Environmental Consultant for our client in Ohio br br Salary: 50k- 80k br br Relocation available br br The Compliance Manager is responsible (more...)
Company: Kelly
Location: Columbus
Posted on: 01/22/2021

Orthopedic Nurse Navigator/Case Management
Description: Employment Type: Part time Shift: Description: Nurse Navigator - Case Management - Casual position at New Albany Why Mount Carmel With five hospitals, over 60 free-standing outpatient clinics, a college (more...)
Company: Mount Carmel Health System
Location: New Albany
Posted on: 01/22/2021

Construction Project Manager
Description: Job Description Overview: Russ Hadick Associates has partnered with a Columbus, OH client to help them search and qualify candidates for their Project Manager position. Our
Company: Russ Hadick & Associates, Inc.
Location: Columbus
Posted on: 01/22/2021

VP - Public Cloud-Data Services Engineer (preferably AWS or Google)
Description: VP - Public Cloud-Data Services EngineerRole Description: -- The Public Cloud Data Services Engineer will be instrumental in implementing the architecture and the engineering processes and best practices (more...)
Company: DISYS
Location: Columbus
Posted on: 01/22/2021

Shift Manager- Wendy's Restaurants
Description: Movin on up Families come in all shapes and sizes. And that includes the Wendy s family - the people you work with as a Wendy s Shift Manager.The stuff you want - like fun people, quality food, and a (more...)
Company: Wendy's
Location: Plain City
Posted on: 01/22/2021

Log In or Create An Account

Get the latest Ohio jobs by following @recnetOH on Twitter!

Columbus RSS job feeds