Morgan Stanley

Support Financial Advisors by managing client relationships and transactions, coordinating calendars, entering data, and preparing client meeting materials. | A high school diploma is required and a college degree is preferred, along with strong organizational, interpersonal, and Microsoft Office skills and willingness to obtain industry licenses. | Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA/PWA Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams Supporting the FAs / PWAs / teams’ marketing strategy (e.g., website maintenance) Assist FAs / PWAs/ teams in delivering against their business plan and client service model Remaining current on all policies, procedures and new platform Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed) Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) Maintaining travel itineraries, preparing expense reports and managing the reimbursement process Assisting with general in-office support functions such as copying, filing and scanning documentation Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience High School Diploma/Equivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills Detail orientated with superior organizational skills and ability to prioritize Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) Exceptional writing, interpersonal and client service skills • Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multi-task Goal oriented, self-motivated and results driven Reports to: Business Service Officer To qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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. Expected base pay rates for the role will be between $35,360 and $90,0000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

Manage trade capture, reconciliation, and risk controls for fixed income securities operations. | Bachelor's degree with 2-6 years financial industry experience, strong risk management, multitasking, and stakeholder management skills. | We're seeking an Associate to join our team in Fixed Income Operations. We provide operational coverage to the trading, underwriting and structuring of Fixed Income securities. This includes the trade capture, reconciliation, documentation and settlement of proprietary and liquidity transactions executed by various trading desks. The essential focus of this team is to ensure all operational risks are recognized and managed and that internal controls are complete and operating effectively. 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. Products supported include: Municipal Bonds, Commercial Paper, Floating Rate Notes, Tender-Offer Bonds, and Corporate Bonds. The Associate role will be an integral part of managing risk for the fixed income operations group on a daily basis. Interested in joining a team that’s eager to create, innovate and make an impact on the world? Read on… What You’ll Do In The Role • Partnering closely with Trading and Sales to provide the first level of control and escalation • Responsible in ensuring that the trade bookings are correctly reflected in the trading risk systems and tie out with the Counterparty • Ensuring that all trades are booked and confirmed as intended by checking the Trading system vs internal Morgan Stanley systems, liaising with Trading, Sales, Brokers or the Counterparty directly • Intermediary between the Trading desk and other areas of the Bank. Controllers, Settlements and Confirmations areas will come to you to discuss and resolve issues to ensure that breaks are resolved effectively • Responsible for ensuring current controls are followed, manage critical projects or process improvements with IT and Projects Groups • Analyze and break down ambiguous or complex issues into concrete deliverables and takes responsibility for ensuring deliverables are met • Understanding risk implications of Fixed Income operations • Participate in the U.S. Treasury Auction process • Working with trading desk, sales, and other operations group to ensure proper trade processing and reporting • Managing stakeholder relationships across the business unit • Assisting on any issues, and providing timely escalation to trading desk and Operations senior management Top Skills What You’ll Bring To The Role • Bachelor's degree or equivalent required • 2-6 years of experience in the financial industry • Strong risk management and control mindset • Individual needs to be performance-driven, proactive, with proven ability to take on challenges, set and execute agenda. Candidate should be a dynamic self-starter with the ability to work either on their own initiative as well as be a solid team player with strong problem solving skills • A willingness to engage in a wide range of issues at all levels of detail will be vital • Ability to multi-task, prioritize and be flexible to changing priorities and demonstrate good organizational skills • Good interpersonal skills to build cross-divisional relationships; gain support and respect from key stakeholders (Business Unit, Operations, FCG , Legal & Compliance) • Ability to multi-task in a high intensity environment. Willingness to transfer knowledge is imperative • Ability to deliver on plans, complete next steps and resolve issues in a timely manner • Proficiency in Excel • Multi-Tasking and time management skills are critical • Ability to identify and escalate issues to senior management and to trading desk(s) • Work well in a time sensitive environment • Self-starter, who is willing to ask questions What You Can Expect From Morgan Stanley At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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. Expected base pay rates for the role will be between $65,000 and $102,500 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

Lead consulting engagements to support clients with equity compensation expensing and financial reporting using specialized software tools. | 7+ years in accounting, SEC reporting, FP&A or equity compensation with strong client service, leadership, and technical skills in equity compensation accounting. | Introducing Morgan Stanley at Work: We know a lot about investing and are certain there's no better investment a company can make than in its employees. People don't just drive a company;they are the company.Sowhen people work at their best, companies do too.Morgan Stanley at Work, a division of Morgan Stanley Wealth Management, provides workplace financial solutions that build employee financial confidence, foster loyalty and help our corporate clients attract and retain top talent. Our end-to-endofferingspans Equity, Financial Wellness and Retirement Solutions. Plus, we provide all employees with Financial Empowerment, so they have the knowledge, tools and support needed to make the most of their workplace financial benefits. What you'll be part of - our Morgan Stanley at Work culture: At Morgan Stanley at Work, wewalkthe talk. We have created a place for our employees to learn, achieve and grow - a place for people to build a career where you can thrive both personally and professionally. We are passionate about exceeding our clients' expectations and helping them succeed.We are fearless in taking on new challenges that deliver exceptional results.We believe amazing things can happen when we work together in an environment where everybody has a true sense of belonging and their ideas are heard. We value differences and are committed to providing a work environment where our people can do their best work. Welookfor people who are problem solvers, empathetic listeners, team players and inclusive leaders.We are committed to your growth and development, and your entire employee experience. We recognize that our people and culture are the keys to our success. We invite you to explore how you can be an integral part of our team. U.S. Public Equity Solutions: U.S. Public Equity Solutions is responsible for the engagement, onboarding and day-to-day service management of corporate clients and their equity administration plan terms and associated service offerings. Financial Reporting Solutions - Senior Consulting ManagerRole: TheFinancial Reporting Solutions - Senior Consulting Manager is part ofthe Financial Reporting Solutions Practice within the Morgan Stanley at Work organization. The Financial Reporting Senior Consulting Manager does not provide accounting, tax or legal advice as part of the consulting services that his or her team provides. This position willreportintothe Practice Leader for Financial Reporting Solutions. The Financial Reporting Solutions - Senior Consulting Manager is a subject matter expert in equity compensationexpensingand financial reporting. In this role, you will serve as a dedicated resource to multiple clients, assisting them with utilizing Equity Edge Online (EEO) orShareworksfor theirexpensingand financial reporting needs. Client's needs and challenges vary; you will often interpretclient'sreporting and data requirements to determine how to best meet the desiredexpensingin EEO orShareworks. The Senior Consulting Manager may also need to troubleshoot and determine the root cause of a client's equityexpensingand reporting issue(s). A large component of the role is customerservice followed by training and transfer of EEO orShareworksand equity knowledge to the client, as well as supporting internal partners. This role includes opportunities to present at conferences, client meetings, and deliver virtual presentations on equity compensation and Morgan Stanley at Work's tools and services. The Financial Reporting Solutions - Senior Consulting ManagerResponsibilities: • Provides a clear, compelling and articulate explanation of our financial reporting value proposition to prospective and/or existing clients • Develops and maintains strong working relationships with key business decision makers • Developskey industry contacts that will assist in building effective relationships and support the close of sales or strengthen existing client relationships • Helps identify services to meet client needs, define methodologies and best practices to deliver those services, and participate in industry events as a subject matter expert • Identifies and document FAQs and solutions for financial reporting topics and best practices • Createsmaterials and conduct internal training to expandShareworksandEEO financial reporting knowledge • Assists with external documentation and training efforts to enhance client's reporting experience • Researches, reconciles and resolves reporting issues submitted byclients Qualifications: • Bachelor's degree in Accounting, Finance, or business-related field is required, with aMaster'sdegree as a plus • 7+ years of combined experience in public accounting, SEC reporting, FP&A and/or equity compensation • Experience in customer service and/or a client-facing role with a strong aptitude for understanding and responding to client needs with innovative solutions based on knowledge of businesses, products, services and external factors (e.g., regulatory, economic, and industry trends) • Effective in training and developing other team members in complex reporting solutions • Proven technical, client engagement, and project leadership skills • Keenfocuson client satisfaction, striving to meet and exceed the expectations of clients while building strong relationships and developing guidelines to improve client interactions • Strong organizational skills with the ability to multi-task across multiple assignments • Excellent verbal and written communication skills in a variety of client settings, articulately answering client questions and requests • Strong leadership skills, supporting other consultants by leading by example and creating an inclusive team environment • Proven ability to influence cross-functional teams without formal authority • Ability to proactively identify potential risks and issues along with solutions, independently engaging resources to problem solve • Displays a continuous improvement approach and encourages others to do the same • Self-directed and resultsorientedby setting clear and realistic goals to address client needs and exceed service delivery expectations • Strong technical understanding of equity compensation (ASC 718) accounting and reporting requirements • Knowledgeable about equity-related accounting, tax, and legal concepts, both domestic and international in scope • Strong teamwork skills with the ability toproblem solve, learn quickly, share knowledge, and adapt to changing priorities • Enthusiastic and creativeindividualwhoiscomfortable with rapidly engaging in new client environments and seeking new and more effective methods to communicate with clients • Knowledgeable onShareworks,Equity Edge Online and/or other stock plan administration systems • Experienced with complex share and expense reconciliations and analysis of differences • Ability and willingness to travel up to 10% • CPA preferred While we thank all applicants for their interest, please note that only those individuals selected for an interview will be contacted WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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. Expected base pay rates for the role will be between $100,000 to $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.