Estate & Inheritor Services Specialist

Local Jobs Morgan Stanley
  • United States, Columbus, OH View on Map
  • Post Date : September 16, 2020
  • Apply Before : October 16, 2020
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Job Description

Estate & Inheritor Services Specialist

Job Number:

3156256

POSTING DATE: Sep 8, 2020
PRIMARY LOCATION: Americas-United States of America-Ohio-Columbus
EDUCATION LEVEL: Bachelor’s Degree
JOB: Other
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Associate

DESCRIPTION

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.
Wealth Management Operations
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.

An Estate & Inheritor Services Specialist (EISS) is the Subject Matter Expert and key point of contact for clients/beneficiaries, branch teams and internal departments to facilitate inheritance and legacy transfers. The Associate will provide support through various systems and applications and process paperwork in a virtual branch environment.

Primary Responsibilities
  • Effective relationship management while providing dedicated one on one support for the client throughout the legacy transfer process. This includes proactively communicating with clients by phone and / or email in order to provide a high level of service, transparency, and empathy to clients or beneficiaries.
  • Process & follow up on phone team support and client service requests to ensure completion in a timely manner.
  • Set appropriate expectations with clients and beneficiaries for requests, in line with internal Service Level Agreements, and ensure timely follow-up.
  • Research and resolve problems with both internal and external clients accurately and in a timely manner.
  • Use Morgan Stanley systems and ensure all case interactions are appropriately entered and documented.
  • Provide world class customer service to both internal and external clients in all interactions.
  • Apply Firm verification policies for all clients to avoid identity theft and fraudulent activity.
  • Keep current on SEC/FINRA, Compliance and Firm guidelines and apply to processing and all interactions to ensure risk mitigation.
  • Work between Service and Document Control Groups as needed.
  • Execute client orders for Margin and other purposes.
  • Other duties as assigned

QUALIFICATIONS

Additional requirements may include:
  • Series 7 and 63 required

Education and/or Experience
  • College degree preferred
– 1 – 3 years industry experience preferred

Knowledge/Skills
  • Basic clerical and administrative skills
  • Effective written and verbal communication skills
  • Excellent interpersonal and client service skills
  • Organizational skills, attention to detail and excellent follow up skills
  • Ability to research and resolve problems and service inquiries and escalate when appropriate
  • Ability to efficiently handle a high volume of requests in a fast paced environment.
  • Strong computer skills including Microsoft Suite.
  • Basic knowledge of Morgan Stanley systems and procedures
  • Be self-motivated and able to work in a strong team and high activity environment.

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Estate & Inheritor Services Specialist

Local Jobs Morgan Stanley
  • United States, South Jordan, UT View on Map
  • Post Date : September 4, 2020
  • Apply Before : October 4, 2020
  • Share:

Job Description

Estate & Inheritor Services Specialist

Job Number:

3156253

POSTING DATE: Aug 21, 2020
PRIMARY LOCATION: Americas-United States of America-Utah-South Jordan
EDUCATION LEVEL: Bachelor’s Degree
JOB: Other
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Associate

DESCRIPTION

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.
Wealth Management Operations
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.

An Estate & Inheritor Services Specialist (EISS) is the Subject Matter Expert and key point of contact for clients/beneficiaries, branch teams and internal departments to facilitate inheritance and legacy transfers. The Associate will provide support through various systems and applications and process paperwork in a virtual branch environment.

Primary Responsibilities
  • Effective relationship management while providing dedicated one on one support for the client throughout the legacy transfer process. This includes proactively communicating with clients by phone and / or email in order to provide a high level of service, transparency, and empathy to clients or beneficiaries.
  • Process & follow up on phone team support and client service requests to ensure completion in a timely manner.
  • Set appropriate expectations with clients and beneficiaries for requests, in line with internal Service Level Agreements, and ensure timely follow-up.
  • Research and resolve problems with both internal and external clients accurately and in a timely manner.
  • Use Morgan Stanley systems and ensure all case interactions are appropriately entered and documented.
  • Provide world class customer service to both internal and external clients in all interactions.
  • Apply Firm verification policies for all clients to avoid identity theft and fraudulent activity.
  • Keep current on SEC/FINRA, Compliance and Firm guidelines and apply to processing and all interactions to ensure risk mitigation.
  • Work between Service and Document Control Groups as needed.
  • Execute client orders for Margin and other purposes.
Other duties as assigned

QUALIFICATIONS

Additional requirements may include:
  • Series 7 and 63 required

Education and/or Experience
  • College degree preferred
– 1 – 3 years industry experience preferred

Knowledge/Skills
  • Basic clerical and administrative skills
  • Effective written and verbal communication skills
  • Excellent interpersonal and client service skills
  • Organizational skills, attention to detail and excellent follow up skills
  • Ability to research and resolve problems and service inquiries and escalate when appropriate
  • Ability to efficiently handle a high volume of requests in a fast paced environment.
  • Strong computer skills including Microsoft Suite.
  • Basic knowledge of Morgan Stanley systems and procedures
  • Be self-motivated and able to work in a strong team and high activity environment.

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