New Accounts Product Support Specialist - Wealth Management Operations - Morgan Stanley - South Jordan, UT
As a market chief, the expertise and keenness of our individuals is essential to our success. Collectively, we share a standard set of values rooted in integrity, excellence and powerful group ethic. Morgan Stanley can present a superior basis for constructing knowledgeable profession – a spot for individuals to study, to realize and develop. A philosophy that balances private life, views and wishes is a vital a part of our tradition.
Operations is likely one of the largest divisions within the agency and has numerous duties, together with appropriately settling and recording hundreds of thousands of transactions per day, figuring out and mitigating all operational dangers, creating robust shopper relationships and partnering with know-how to understand the complete potential of IT and e-options. All through, the Operations division regularly seeks methods to enhance whereas actively supporting the event of latest companies, buildings and markets.
International Wealth Management Operations supplies brokerage, funding and monetary providers to a whole lot of hundreds of particular person buyers. We apply our experience in serving institutional shoppers to create new alternatives for individuals to realize their private monetary objectives. Morgan Stanley has one of many largest retail brokerage networks, with quite a few worldwide representatives and retail places. Our providers are tailor-made to every shopper’s funding aims, danger tolerance, and monetary wants. Merchandise embrace mutual funds, shares, bonds, and various investments the place applicable, in addition to banking, mortgages, insurance and annuities.
The place is liable for managing change management for Nationwide New Account for requests acquired by numerous enterprise companions throughout the group. Obligations embrace making certain clear necessities are acquired and understood, insurance policies and procedures are up to date, modifications are communicated by way of Coaching and Communications, and coaching is coordinated with the doc processing vendor and applicable Nationwide New Accounts management and in-staff trainers.
The Product Support Affiliate oversees Coverage and Procedures upkeep and improvement, communications, coaching, audit and enterprise remediation efforts. Duties additionally embrace direct oversight and accountability for the Varieties Governance course of which facilitates the onboarding of latest paperwork and modifications to present paperwork requested by enterprise companions. Particular obligations embrace:
- Making certain that varieties are reviewed and authorised by key stakeholders as a part of the change/onboarding course of.
- Making certain all methods updates are coordinated and accomplished as a part of new/present type modifications, together with however not restricted to: Kofax Scan Codes and drop downs, Reject Cause Codes, Types Gallery Posting, Doc Management Modifications, Recognition Necessities, and so on.
- Develop a normal type format template, researching business requirements, that facilitates consistency and effectivity in types processing and will increase buyer and Area satisfaction.
- Promote and implement requirements throughout Wealth Management.
- Implement and keep Service Degree Requirements on all new and altered varieties that undergo the Types Governance Course of.
- Keep and Enhance the Types Governance Workflow to reinforce the top to finish management and documentation of type modifications and model management.
- Work intently with operational areas to determine and implement process modifications and any required coaching and communications.
- Construct relationships with Enterprise Product Teams, Authorized, Compliance and different operational teams that leverage the controls supported by Nationwide New Accounts.
This place works intently with the NNA ED of Run the Financial institution help and one different Director place that helps Product Support Staff. Qualifications
- School most popular or equal expertise
- three-5 years business expertise most popular
- Primary information of Morgan Stanley methods and procedures
- Robust group and administrative expertise
- Efficient written and verbal communication expertise
- Wonderful interpersonal and shopper service expertise
- Organizational expertise, consideration to element and wonderful comply with up expertise
- Potential to analysis and resolve issues and repair inquiries and escalate when applicable
- Robust pc expertise together with Microsoft Suite.
- Be self-motivated and capable of work in a robust staff and excessive exercise surroundings
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