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Morgan Stanley in New York is seeking an Associate in Wealth Management Client Reporting Operations to support onboarding and maintenance of externally held investment accounts for comprehensive client reporting across the Wealth Management platform. You will execute processes, identify risks, and collaborate with Financial Advisors, branch staff, and internal stakeholders to ensure timely onboarding and accurate reporting. At least 2 years of relevant experience is expected.

Also on the board Same function, level within a rung

Level

Mid

Location

Central Islip, NY

Occupation

Brokerage Clerks

Industry

Portfolio Management and Investment Advice

Posted

8 days ago

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