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Added 21 hours ago
MS
WM Operations- Client Reporting Operations- Associate
MS Services Group, Inc.
NY
- $65,000 to $103,000 USD / year
We're seeking someone to join our team as an Associate in Wealth Management Client Reporting Operations to support the onboarding and maintenance of externally held investment accounts that…
Added 2 days ago
WM Escheatment Operations- Associate
MS Services Group, Inc.
South Jordan, UT
We're seeking someone to join our team as an Associate in WM Escheatment Operations to collaborate with the branches and key stakeholders across multiple businesses to ensure timely…
Added 9 days ago
A
SAP Production Planning & Execution Manager - Industrial
Accenture
Nashville, TN
- $94,400 to $293,800 USD / year
…offer Strategy and Consulting, Interactive, Technology and Operations services - all powered by the world’s largest network of Advanced Technology and Intelligent Operations centers. Over…
Added 12 days ago
J. P. Morgan Wealth Management - Suitability Product Team Associate
JPMorgan Chase
Jersey City, NJ
As a Senior Associate on the Regulatory US Strategic Suitability product team within the Regulatory Programs and Transformation Group, you will support the development, implementation, and…
Added 14 days ago
TS
Withdrawal Management Medical Assistant (HLC)
The Salvation Army Central Territory
Indianapolis, IN
- From $20 USD / hour
…Facilitates providing a caring and safe environment for each client. Teaching education classes as scheduled. Assist the medical staff on duty while ensuring that the Mission of The…
Added 17 days ago
Associate Controls Engineer
Wunderlich-Malec
Pleasanton, CA
Wunderlich-Malec Engineering has an Associate Controls Engineer opportunity available in Pleasanton, CA. This person would deliver process control systems including DCS/PLC/SCADA/HMI…
Added 17 days ago
Associate Controls Engineer
Wunderlich-Malec
Boise, ID
Wunderlich-Malec Engineering has an Associate Controls Engineer opportunity available in Boise, ID. This person will deliver process control systems including DCS/PLC/SCADA/HMI programming,…
Added 18 days ago
Accenture Edge - SAP Delivery Lead
Accenture LLP Company
NY
…committee presentations, escalation management, and written status reporting to C-suite or VP-level audiences across 2+ concurrent client…
Added 18 days ago
Development Associate, School of Computing, Data Sciences, and Physics
William & Mary
Remote, United States
The Development Associate is a key member of the School of Computing, Data Sciences, and Physics (CDSP) Development team within University Advancement. Reporting to the Executive Director…
Added 18 days ago
Associate Director for Events & Operations
William & Mary
Remote, United States
Reporting to the Faculty Executive Director, the Associate Director for Events and Operations (Assoc Dir for Events) supports the Center’s mission by leading event and operational planning…

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MS Services Group, Inc.

WM Operations- Client Reporting Operations- Associate

NY, United States

$65,000 to $103,000 USD / year

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Job details

Pay: $65,000 to $103,000 USD / year
Experience: At least 2 years' relevant experience would generally be expected to find the skills required for this role
Posting language: English
Posted: Oct 28, 2026

Original job description

We're seeking someone to join our team as an Associate in Wealth Management Client Reporting Operations to support the onboarding and maintenance of externally held investment accounts that enable comprehensive client reporting across Morgan Stanley's Wealth Management platform.

In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position level position within the Product Support & Services, which is responsible for providing transaction support and managing post execution processes.

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

What you'll do in the role:

Execute processes/functions and/or support process management and project efforts, leveraging knowledge of the systems, markets and instruments that influence the team
Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements
Build relationships within team and internal stakeholders, sharing knowledge to contribute to team output
Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution
Process account onboarding and maintenance requests received from branch and field partners to support client performance reporting capabilities
Review account documentation, perform required due diligence, and ensure timely and accurate setup of externally held assets within internal reporting platforms

What you'll bring to the role:

Ability to establish clear goals and priorities, and address non-standard issues within area of expertise with minimal guidance and supervision
Subject matter expertise in business area supported, client requirements, and ability to ensure control is not compromised to comply with client requests
Culture carrier across Operations, embracing the Firm's core values
Understanding of financial services operations and investment account servicing processes
Ability to effectively partner with Financial Advisors, branch personnel, and internal stakeholders to resolve inquiries and drive timely onboarding outcomes
At least 2 years' relevant experience would generally be expected to find the skills required for this role

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 and $103,000 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.

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