Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. 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.
Operations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the full potential of IT and e-solutions. Throughout, the Operations department continually seeks ways to improve while actively supporting the development of new businesses, structures and markets.
Wealth Management Operations
Global Wealth Management Operations provides brokerage, investment and financial services to hundreds of thousands of individual investors. We apply our expertise in serving institutional clients to create new opportunities for people to achieve their personal financial goals. Morgan Stanley has one of the largest retail brokerage networks, with numerous worldwide representatives and retail locations. Our services are tailored to each client's investment objectives, risk tolerance, and financial needs. Products include mutual funds, stocks, bonds, and alternative investments where appropriate, as well as banking, mortgages, insurance and annuities.
Provide operational support for incoming and outgoing fed fund wire for client and firm accounts.
Partner with internal teams to faciliate the movement of funds to external financial institutions.
Liase with Morgan Stanley agent banks for general inquiries and problem resolution.
Communicate with external financial organizations via SWIFT to facilitate posting of funds.
Process wire recalls per protocol.
Intermediate Working knowledge of Outlook, Word, and Excel
Proven proficiency in problem resolution and demonstrated initiative
Excellent organizational / time management skills
Professional oral and written communication skills
Superior attention to detail
Strong research / analytical skills
Able to prioritize and multi-task
A little about us:
Since its founding in 1935, Morgan Stanley and its people have helped redefine the meaning of financial services.