Job description
Shareworks Services Operations Associate
Job Number:
3233600
POSTING DATE: Mar 15, 2023
PRIMARY LOCATION: Americas-United States of America-New York-New York
EDUCATION LEVEL: Bachelor's Degree
JOB: Other
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Associate
DESCRIPTION
Company Profile
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Department Profile
Operations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the full potential of IT and e-solutions. Throughout, the Operations department continually seeks ways to improve while actively supporting the development of new businesses, structures and markets.
WEALTH MANAGEMENT (WM) OPERATIONS
Wealth Management Operations is a global organization operating in 11 cities across 7 countries in support of Wealth Management with client assets of $2.4T, 6.6M client accounts, and ~16K Financial Advisors. The organization drives operational excellence by supporting business growth, enhancing the client experience, and improving operational efficiency with a strong foundation in risk and financial management through its member divisions; Chief Operating Office, Client Service Risk & Control, Capital Markets & Core Processing Operations, Product Operations & Account Services, Private Banking Operations, and Tax & Client Reporting Operations.
Shareworks Services Operations team is responsible for providing back office operational functions for the Corporate Client Services Business. The Shareworks Services Operations Associate will be responsible for various functions such as daily research of cash and stock breaks, coordinate with other business partners in resolving breaks, conduct root cause analysis to drive down breaks, escalate high exposure items to appropriate parties. The Associate also participates in any projects or other operating committee, create process development opportunities by tracking and submitting ideas and solutions based on observation and analysis. Contributes to refining controls and continuously improving and reducing risk for the team and other operational areas within stock plan.
Associates are required to meet production and quality standards, cross train in multiple functions, adhere to compliance and control guidelines, and interact with internal teams as well as peers in operations.
Associates are required to meet production and quality standards, cross train in multiple functions, adhere to compliance and control guidelines, and interact with internal teams as well as peers in operations.
QUALIFICATIONS
Associates are required to meet production and quality standards, cross train in multiple functions, adhere to compliance and control guidelines, and interact with internal and clients, as well as peers in phones and operations.
Excellent communication skills, both oral and written
Excellent analytical skills
Critical thinker
Strategic thinker
Computer proficiency
Internet and Website Knowledge and navigation skills
Time and Stress Management skills
Conflict management skills
Technical Support skills a plus
Client-Focus and problem-solving skills
Multi-tasking in a fast-paced environment
Attention to detail and quality of work
Follow-through and accountability
Ability to work within a team
Initiative, Self-starter, proactive
College Degree is preferred
A desire for a career in Financial Services is a must
Global Stock Plan Services or operations experience preferred
Excellent communication skills, both oral and written
Excellent analytical skills
Critical thinker
Strategic thinker
Computer proficiency
Internet and Website Knowledge and navigation skills
Time and Stress Management skills
Conflict management skills
Technical Support skills a plus
Client-Focus and problem-solving skills
Multi-tasking in a fast-paced environment
Attention to detail and quality of work
Follow-through and accountability
Ability to work within a team
Initiative, Self-starter, proactive
College Degree is preferred
A desire for a career in Financial Services is a must
Global Stock Plan Services or operations experience preferred
Role is Hybrid and will require in office attendance 3 days/week. #LI-Hybrid
Expected base pay rates for the role will be between 51,000 and 85,000 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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