Wealth Management Trade Support Associate

Syndicate And Structured Investments Trade Support Associate

We are seeking a detail-oriented and client-focused individual to join our Syndicate and Structured Investments Trade Support team within Wealth Management Operations. This team serves on the front lines, providing critical support to our Trading desk, Clients, Financial Advisors (FAs), Client Service Associates (CSAs) and branch teams across the country. This role involves handling inbound calls, resolving cases, and ensuring accurate set-up, processing and support of our syndicate and structured products. The ideal candidate will possess strong communication skills, a passion for client service, and a deep commitment to operational excellence and risk mitigation.

In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships, driving strategic automation solutions by embracing a transformation mindset and challenging the status quo.

This is an Associate Professional position at the P2 level within Product Support & Services, which is responsible for providing transaction support and managing post execution processes.

Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.

Key Responsibilities

• Serve as a primary point of contact for the trading desk, Financial Advisors and branch personnel regarding syndicate and structured investments inquiries
• Respond to and resolve cases through phone, email, and case management systems in a timely and professional manner
• Investigate and support adjustments and corrections.
• Perform detailed reviews and reconciliations of activity to ensure accuracy and alignment with regulatory requirements
• Collaborate with trading desks, technology, compliance, and other operations teams to resolve escalated or complex issues
• Maintain a strong understanding of firm policies
• Uphold a high standard of accuracy and attention to detail to minimize risk and operational errors
• Identify and escalate trends or process gaps that may require enhancements or additional training
• Support projects, process improvements, and user acceptance testing as needed

Qualifications

What We Offer :

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.

Expected base pay rates for the role will be $65,000.00-$103,000.00 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.

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).