Morgan Stanley
WM Operations- Client Reporting Operations- Associate
$65K–$103K
New York, New York · On-site · Full-time · Posted Oct 28, 2026
- Experience
- At least 2 years of relevant experience would generally be expected.
About the job
Supports onboarding and maintenance of externally held investment accounts so they can be included in Wealth Management client performance reporting.
What you'll do
- Process account onboarding and maintenance requests from branch and field partners.
- Review account documentation, perform due diligence, and accurately set up externally held assets in internal reporting platforms.
- Identify risks and contribute to process improvements, projects, and timely resolution of stakeholder inquiries.
What they ask for
- Understanding of financial services operations and investment account servicing processes.
- Ability to address non-standard issues with minimal guidance and supervision.
- Ability to partner with Financial Advisors, branch personnel, and internal stakeholders to resolve inquiries and support timely onboarding.
- Subject matter expertise in the supported business area and client requirements, while maintaining controls.
Pay
$65,000 and $103,000 per year (base salary)
Model-written summary · the original posting is authoritative