Client Beneficiary Services Associate
Columbusonsitejunior
Posted yesterday · via Workday
About this role
We’re seeking someone to join our team as an Associate in Wealth Management Operations to assist beneficiaries during the inheritance process. 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 level position level position within the Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: teams
2
Level fit
This role is junior-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Columbus. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
teams
More at Morgan Stanley
- View →MSET QR Corporate Actions_Senior Manager_Institutional Equity DivisionMumbai, India
- View →Architecture Risk & Governance LeadBudapest, Hungary
- View →Product Controllers, Finance : Job Level - Vice PresidentTokyo, Japan
- View →Group COO, Japan OperationsTokyo, Japan
- View →Registered Client Service AssociateSacramento, California, United States of America
- View →Client Service Associate - Bilingual English/MandarinKirkland, Washington, United States of America