Wealth Management Operations Associate

Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help clients achieve their financial goals. The Wealth Management Operations Associate role is responsible for ensuring successful onboarding of new advisors, processing investment transactions, and providing client service support in compliance with regulatory policies.

Responsibilities:

• Ensuring successful onboarding of new advisors
• Accurate and timely processing of investment transactions
• Account transfers
• Account maintenance
• Documentation handling for all investment account types
• Executing fees for both managed and fee based accounts
• Client service support in compliance with both CIRO regulatory policies and Internal policies