Estate Associate

SUMMARY
This role is part of the Estate team within Operations and offers a unique opportunity to work in a critical function of ETRADE from Morgan Stanley. The role is dynamic and requires continuous interaction with internal stakeholders as well as Customer Service, Retirement and Cost Basis department.

RESPONSIBILITIES
> Review and validate client documentation.
> Transfer assets to applicable beneficiaries.
> Work to meet satisfactory performance against agreed Service Level Agreements (SLAs), Key performance Indicators (KPIs) and take appropriate steps to address and meet changing client and industry trends.
> Escalate operational, regulatory and other risks to senior management and concerned departments.
> Participate and help to create and foster an environment of continuous improvement.
> Partner with the relevant internal functions to understand business processes and define opportunities for improvement.
> Build strong relationships with key stakeholders in order to create highly collaborative partnerships. Qualifications

Preferred
> Ability to work in fast paced environment, keep pace with technical/operational innovation and maintain a broad understanding of the business offering.
> Open-minded, goal-oriented and a can-do attitude.
> Project management skills.
> Ability to identify key results and critical solutions that support position objectives.
> Ability to work on multiple projects simultaneously with little or no supervision/ direction.
> Ability to present concepts and gain support at team and management level.
> Strong prioritization skills and ability to adapt to change.
> Proven organizational skills with attention to detail.
> Strong computer skills (Word, Excel, Access, etc.).
> Experience with SQL, Tableau or Kibana.
> Strong analytical skills including ability to research, schedule, analyze and present findings.

To qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status

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 $65,000.00and $102,000.00 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.

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.