morgan stanleyCentral Islip, NY
Wealth Management Client Reporting Operations Associate
Wealth Management Client Reporting Operations Associate
Wealth Management Client Reporting Operations Associate
morgan stanleyCentral Islip, NY
8 days ago
Brokerage ClerksFinancial Clerks, All OtherSecurities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Apply for this role (opens in a new tab)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