MSSN Desk Specialist
Company: E*TRADE
Location: Columbus
Posted on: May 27, 2023
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Job Description:
Descrption:
Company 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, to achieve and
grow. A philosophy that balances personal lifestyles, perspectives
and needs is an important part of our culture.
Department Profile
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.
WEALTH MANAGEMENT (WM) OPERATIONS
Wealth Management Operations is a global organization operating in
11 cities across 7 countries in support of Wealth Management with
client assets of $2.4T, 6.6M client accounts, and -16K Financial
Advisors. The organization drives operational excellence by
supporting business growth, enhancing the client experience, and
improving operational efficiency with a strong foundation in risk
and financial management through its member divisions; Chief
Operating Office, Client Service Risk & Control, Capital Markets &
Core Processing Operations, Product Operations & Account Services,
Private Banking Operations, and Tax & Client Reporting
Operations.
- Provide support to MSSN Desk regarding Alternative Investment
transactions, including subscriptions, transfers, redemptions, and
document revisions/amendments
- Partnering with the RegD and Product Management teams, regarding
qualification and after sales/performance inquiries
- Maintain relationships with Fund Managers and Business
Partners
- Provide premier Operational services to high profile Financial
Advisors
- Ability to flex between high volume of Financial Advisors
requests/calls and other tasks/projects
- Streamline and maintain the tax reporting process for AI
products
- AD Hoc Projects and Reports required by management
Qualifications:
- Bachelor's degree required
- Alternative Investments knowledge a plus
- 3-4 years of experience in the financial services industry
- Proficient in the Microsoft suite of products (Excel, PowerPoint,
Word, Access)
- Excellent written and verbal communication skills
- Excellent attention to detail and follow-up
- Ability to thrive in a fast paced and changing environment
Role is Hybrid and will require in office attendance 3 days/week.
#LI-Hybrid
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).
Keywords: E*TRADE, Columbus , MSSN Desk Specialist, Other , Columbus, Ohio
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