Estate & Inheritor Services Specialist, Associate

We’re seeking someone to join our team as an Associate in Wealth Management Operations with the Estate & Inheritor Client Services team at Morgan Stanley. Our team is dedicated to assisting clients and our branch partners with the inheritance process. The Specialist's role involves managing the collection of required documentation, asset transitions for clients, serving as a Subject Matter Expert on inheritance requirements and processes, and providing support to Wealth Management Clients, Financial Advisors, Client Service Associates, and Branch Management.

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, driving strategic automation solutions by embracing a transformation mindset and challenging the status quo. This is an Associate level position within Product Support & Services, which is responsible for providing transaction support and managing post execution processes.

Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.

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.

Interested in joining a team that’s eager to create, innovate and make an impact on the world? Read on…

• 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
• Deliver one‑on‑one client support throughout the inheritance process
• Proactively communicate with clients and beneficiaries via phone and email
• Set client expectations in line with internal Service Level Agreements
• Provide exceptional customer service in all interactions
• Research and resolve client problems accurately and timely
• Stay current with SEC/FINRA, Compliance, and Firm guidelines to ensure risk mitigation

• 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
• College degree, 3–4 years of financial services experience, or knowledge of estates, trusts, and retirement plans. (Preferred)
• Essential skills are effective communication, strong interpersonal and client service abilities, organizational prowess, problem‑solving capabilities, and proficiency in Microsoft Suite and Morgan Stanley systems.
• The ideal candidate is self‑motivated and excels in a high‑activity team 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,…