Operations Analyst Client Segment Analyst Wealth Management

Position Summary

Service Operations Analyst perform operational support and oversight on behalf of the Market, in addition to general support functions and special projects. The role is responsible for functions to execute across various processes including: reporting, cashiering, asset movement and account support. The Service Operations Analyst must have the ability to resolve problems using all available resources and escalate matters, as necessary.

DUTIES And RESPONSIBILITIES

OPERATIONAL SUPPORT:

> Support cashier functions in a clerical capacity, such as reviewing and updating select check deposits

> Execute actionable items upon review of delegated reports and requests to meet service level expectations

> Assist with execution of unified estate processing

> Assist Service Leadership in a clerical capacity to support timely responses to select operational alerts and case management requests according to Firm policies and procedures

> Organize and track progress against operational remediation projects

> Assist with procedural review and updates of select unified estate processes

> Identify gaps within processes or procedures actioned within the branch and escalate to management team

Skills

> Maintain focus on evolving policy and platform changes, participating in new learning opportunities, peer sharing and cross-training opportunities, and conference calls as needed EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

> 6 months to 2.5 years of work experience

> Secondary Stage Education/Senior Secondary Stage

> Industry experience is a plus

Knowledge/Skills

> Ability to work proactively and independently in a fast-paced, evolving environment

> Detail oriented with strong organizational skills and ability to prioritize tasks

> Team player with the ability to collaborate with others

> Strong communication skills

> Proficient computer skills and knowledge of Microsoft Office products

Reports To

> Team Lead

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.

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.