Trust Alliance Associate

Associate Within The Trust Alliance Platform Operations

We're seeking someone to join our team an Associate within the Trust Alliance Platform Operations organization, working in partnership with key business and field partners to achieve common goals.

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.

Services 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.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values by always keeping the client's interest first and giving back through investing in the future of our communities and our Firm. We encourage our employees to act with integrity, while leading with exceptional ideas. 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. Our DNA, our culture and our history are rooted in serving our clients.

Team Profile : The Trust Services group within the Morgan Stanley Service Network (MSSN) provides operational and customer service support to Morgan Stanley financial advisors (FAs), Service Professionals (SPs), other branch-based partners, as well as the Trust Specialist organization. The team responds to a variety of inquiries related to third-party trust company partners, trust account opening and account maintenance, client indicative data updates, product training and education, other relevant topics. The team is responsible for providing a high level of service in supporting a wide range of systems, policies, and procedures.

Primary Responsibilities : Establish and maintain effective relationships in order to deliver world class service to our clients. Handle inquiries by phone and cases from financial advisors, branch employees, and Trust Specialists related to personal trust. Utilize online resources and tools to provide information and resolve issues while following established guidelines for service quality and one-call resolution. Follow established procedures to route processing requests to the appropriate processing teams and to escalate inquiries for further research. Meet team and department service goals established by MSSN management. In addition, there will be a requirement to liaise directly with the 10+ third-party trust providers that Morgan Stanley offers to its clients - to obtain information, resolve differences, service accounts, partner on jointly-owned accountabilities. There will also be a requirement to contribute in a meaningful way to strategic innovation and automation work that will advance the personal trust business through citizen-developed / formal technology deployments, process improvement, and other optimization work.

Skills required : Minimum 2 years experience with at least 6-12 months experience in a call center or with phone interactions; excellent listening and written and verbal communication skills; desire to learn the personal trust business and invest time and experience to develop expertise; ability to learn quickly and apply knowledge to new situations; ability to establish and maintain positive client relationships; ability to diagnose and solve problems creatively; ability to recognize and diffuse potential issues and / or difficult interactions; ability to multi-task and manage time effectively; attention to detail in both service interactions and processing tasks.

Skills desired : Bachelors degree preferred; experience in the personal trust industry or familiarity with the financial industry.

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.

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). Expected base pay rates for the role will be between $65,000.00 and $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.