Estate & Inheritor Services is a specialized team within Morgan Stanley designed to assist with the processing of client accounts during the Inheritance process. The Estate & Inheritor Services Specialist 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. Additionally, the Associate will work closely with branches and other internal departments, provide support through various internal applications, and process paperwork in a virtual branch environment.
DUTIES and RESPONSIBILITIES:
• 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.
• Process & follow up client service requests to ensure completion in a timely manner
• Set appropriate expectations with clients and beneficiaries for requests, in line with internal Service Level Agreements, and ensure consistent follow-up
• Provide world class customer service to both internal and external clients in all interactions
• Research and resolve problems with both internal and external clients accurately and in a timely manner
• Leverage Morgan Stanley systems and ensure all case interactions are appropriately entered and documented
• Actively manage, monitor, and document daily case load by utilizing various technology resources
• Apply Firm verification policies for all clients to avoid identity theft and fraudulent activity
• Keep current on SEC/FINRA, Compliance and Firm guidelines and apply to processing and all interactions to ensure risk mitigation
• Other ad hoc duties as assigned Additional requirements may include: Series 7 and 66 required (or 63 & 65)
EDUCATION and or EXPERIENCE:
• College degree preferred
• 3-4 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes
Knowledge/Skills:
• Basic clerical and administrative skills
• Effective written and verbal communication skills
• Excellent interpersonal and client service skills
• Organizational skills, attention to detail and excellent follow up skills
• 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
• Strong computer skills including Microsoft Suite
• Basic knowledge of Morgan Stanley systems and procedures
• Be self-motivated and able to work in a strong team and high activity environment.
Pay rate per hr $21 per hr on W2
Benefits Info
Pride Global offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.
NDT Level II Inspector - Aerospace Manufacturing (San Jose, CA)Long-Term Contract | Partnering with a Leading Aviation InnovatorTRCTalent is seeking an experienced NDT Level II Inspector for a long-term contract with a cutting-edge aviation manufacturer in San Jose. This...
...Job Title: Legal Project Specialist Location: Remote Pay Details: $30/hr. Employment Type: Contract (9-12 months) LHH Recruitment... ...Respond to complex consumer and client inquiries via phone, email, and written correspondence Adhere to established...
...Job Title: Specialist, CX Operations Mail Center Department: Corporate Mail Operations Reports to: Manager, CX Operations Corporate Mail Basic Purpose and Objective of the Position Stated Briefly: The position of Mail Services Rep is responsible for...
...an asset Experience working in marine industry or with cruise ships logistics is an asset Must be able to handle use of hand jack, heavy lifting, and handling masonry and equipment Must be familiar with picking, packing, strapping, labeling and handling pallets...
...across paid and organic touchpoints.As a member of the Global SEO (Search Engine Optimization) Team, you'll be at the forefront of... ...dashboards, operational processes, and whitepapers to a variety of internal leaders and departments. Your colleagues will consist of full-...