IWM Service Associate

Firm Overview

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

International Wealth Management (IWM) is a division within Morgan Stanley Private Wealth Management (PWM) that focuses on overseeing the business and key strategic efforts focused on servicing International clients, (i.e., clients residing outside the US, and booking assets at Morgan Stanley Smith Barney). IWM has been one of the largest growth business within WM over the last few years and a strategic focus of the firm.

The IWM Service team enables front-office and client-facing professionals to deliver a high-quality client experience by providing operational, administrative, and service support across the end-to-end wealth management lifecycle. The team serves as a key partner to Advisors/Relationship Managers and internal stakeholders by helping ensure timely execution, risk-aware processing, and consistent service standards.

In this role, the IWM Service Associate will:

• Review and approve international account related modifications
• Review and approve international related account opening
• Review and approve outgoing wire transfers
• Answer calls on ICPU hotline
• Assist with compilation of metrics/reports on international business
• Assist remediation of clients’ accounts in response to local law changes
• Assist with coordination and content creation of international training
• Assist in creating systematic controls to mitigate risks associated with international business

Experience

• Bachelor’s degree required
• 3-5 years in wealth management, top-tier management consulting, or financial services firm
• Experience in financial services preferred, Wealth Management expertise a plus
• International background a plus

Skills Required

• Strategic thinker with strong analytical and problem-solving skills
• Excellent interpersonal skills, including collaborative work style and ability to influence stakeholders; experience working across teams and with senior leadership a plus
• Detail and results-oriented individual
• Strong team player, and high energy, and comfortable working in a fast-paced, dynamic environment
• Proficiency in the Microsoft Office suite (Excel, Word, PowerPoint)

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years.  Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Expected base pay rates for the role will be between $58,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.  Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.