Assoc, Professional, P2, Product Support & Services WM, NEX : Job Level - Associate

We are seeking a detail-oriented and client-focused individual to join our Equities and Options Trade Support team within Wealth Management Operations. This team serves on the front lines, providing critical support to our Clients, Financial Advisors (FAs), Client Service Associates (CSAs) and branch teams across the country.

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 Professional position at the P2 level 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.

Morgan Stanley has been rooted in the Baltimore community since 2003. Our talented and diverse team is one of the largest in the U.S. outside of our New York headquarters and home to industry leading cybersecurity innovation with multiple patents and awards. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. There’s ample opportunity to move across the businesses for those who show passion and grit in their work.

This role involves handling inbound calls, resolving cases, and ensuring accurate processing, execution and support of equity, exchange traded funds and option trades. The ideal candidate will possess strong communication skills, a passion for client service, and a deep commitment to operational excellence and risk mitigation.

Key Responsibilities:

> Serve as a primary point of contact for Financial Advisors and branch personnel regarding equity and option trade inquiries

> Respond to and resolve cases through phone, email, and case management systems in a timely and professional manner

> Investigate and support trade corrections, account inquiries, and execution issues

> Perform detailed reviews and reconciliations of trade activity to ensure accuracy and alignment with regulatory requirements

> Collaborate with trading desks, technology, compliance, and other operations teams to resolve escalated or complex trade issues

> Maintain a strong understanding of market mechanics, trading regulations, and firm policies

> Uphold a high standard of accuracy and attention to detail to minimize risk and operational errors

> Participate in a rotating schedule to service our clients that includes working 2nd and 3rd shifts, as required.

> Identify and escalate trends or process gaps that may require enhancements or additional training

> Support projects, process improvements, and user acceptance testing as needed.

Qualifications:

> Series 7 and/or Series 63/66 licenses are preferred or must be obtained within 90 days

> Bachelor's degree in Finance, Business, or a related field preferred

> 1-3 years of experience in financial services or a trade support environment

> Strong understanding of equity and options markets and trade lifecycle preferred

> Excellent communication skills, both verbal and written

> Demonstrated attention to detail and commitment to delivering high-quality work

> Ability to handle high call volumes while maintaining professionalism and accuracy

> Proven problem-solving skills with the ability to work independently and under pressure

> Proficiency with Microsoft Office; experience with trade systems (e.g., Order Management Systems, case tools) is a plus

What We Offer:

> Exposure to fast-paced equity, ETF and options markets

> A collaborative and supportive team environment

> Opportunities for career growth and professional development

> A chance to directly impact the client experience in Wealth Management

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, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. Our Firm is differentiated by the caliber of our diverse team, while our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.

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. United States (All States) 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. Asia and India Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Salary range for the position: $51,000.00 - $83,000.00/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

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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).