Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. The role involves supporting the maintenance of client accounts and relationships while collaborating with internal teams to ensure exceptional client service.
Responsibilities
- Support the maintenance of existing client accounts
- Assist with team projects and initiatives
- Establish familiarity with internal systems to respond to client requests – asset values, status updates, tax efficiency, account performance, etc
- Support the coordination of responses to client requests by liaising with internal teams, and utilizing internal resources for information, paperwork, transition analyses, etc
- Support the termination of client accounts as requested
- Establish working relationships with Distribution and other internal teams on existing client relationships
- Establish working relationships with external contacts for new accounts and activity for existing clients
- Gain proficiency and understanding of the channel guides and team policies and procedures in order to mitigate risk. Assist with coverage when team members are out and cross-train to ensure coverage
- Support the provision/refreshing of portfolio analyses with existing clients
Skills
- 4-year degree, preferably in related discipline such as economics, finance, marketing, or hospitality; work experience in lieu of degree will be considered
- 0-4+ years proven experience working with financial services advisors / money managers
- Introductory experience with registered investment advisors (RIAs), the Family Office community, separate accounts, unified managed accounts (UMAs), tax-efficient products, and/or indexes a plus
- Relationship-building skills and ability to thrive in a team environment
- Keen interest in and understanding of investment products and financial instruments such as equities and fixed income
- Established communication skills - both internally/externally in written/oral/auditory essential
- Familiarity with MS Office and the ability to learn additional internal/ external software programs
- Resourcefulness, problem solving, and organization (ability to prioritize effectively)
- Willingness to work in fast-paced environment with hourly deadlines with attention to detail
- Flexible, willing, and able to work long hours as needed
Benefits
- Medical
- Prescription Drug
- Dental
- Vision
- Health Savings Account
- Dependent Day Care Savings Account
- Life Insurance
- Disability and Other Insurance Plans
- Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)
- 10 Paid Holidays
- 401(k)
- Short/Long Term Disability
Company Overview
Morgan Stanley is a financial services company that offers securities, asset management, and credit services. It was founded in 1935, and is headquartered in New York, New York, USA, with a workforce of 10001+ employees. Its website is http://www.morganstanley.com.Company H1B Sponsorship
Morgan Stanley has a track record of offering H1B sponsorships, with 222 in 2025, 195 in 2024, 173 in 2023, 153 in 2022, 165 in 2021, 173 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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