Estates & Inheritor Service Associate

We're seeking someone to join our team as an Estates Services Associate. The Estate & Inheritor Services Associate will be responsible for managing the transition of assets for individual clients by serving as a Subject Matter Expert for Morgan Stanley Wealth Management Clients, Financial Advisors, Client Service Associates and/or Branch Management to facilitate inheritance and legacy transfers. 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 position at the P2 level position within Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing client experience, and managing vendor/external business partner relationships.   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. At Morgan Stanley Columbus, we support the Firm’s global Wealth Management, Private Banking, Operations and Technology divisions. Morgan Stanley has been rooted in the Columbus community since 2003. We offer best-in-class centers of excellence to support our clients with various call centers achieving J.D. Power certification since 2018. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. There’s ample opportunity for innovation, deep learning and career progression for those who show passion and grit in their work. And we proudly give back to local nonprofit organizations in the Columbus community by offering up our unique skillsets, thousands of volunteer hours and dedicated financial support. 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 - Providing dedicated one-on-one support for the client throughout the inheritance process leveraging effective relationship management skills - Proactively communicating with clients by phone and or email to provide a high level of service, transparency, and empathy to clients and beneficiaries.  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 - Ability to research and resolve problems and service inquiries and escalate when appropriate - Ability to efficiently handle a high volume of requests in a fast paced environment - At least 2 years' relevant experience would generally be expected to find the skills required for this role We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. Our Firm is differentiated by the