Account Transfer Representative

Process transactions/tasks including but not limited to approving transfer requests, working with contra firms to resolve settlement issues, returning any assets that were transferred incorrectly, and setting up new assets in our system Communicate problems and solutions to branches to help complete transfers and ultimately provide the best experience for the end client Work with different partners within the team and on other teams to coordinate settlement for specific assets or accounts that present unique challenges Proactively identify ways to improve the team by updating procedures to reduce risk, launching a project to automate a manual task, or streamline daily tasks in other ways Follow escalation framework, taking responsibility for identifying, escalating and preventing issues Patience to learn the material; Drive to provide excellent service; Motivated to make an impact, Humility to receive feedback, Career oriented, Appetite to solve hard and complex problems Familiarity with Outlook and excel, customer service experience is a plus Ability to build trust and find innovative ways to improve teamwork, functions/processes and create a positive work environment Understanding of business area supported, client requirements, and importance of not compromising control to comply with client requests Culture carrier across Operations, embracing the Firm's core values At least 0-2 years' relevant experience would generally be expected to find the skills required for this role 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. 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. 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. 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. 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. Salary range for the position: $50k - $80k per year. 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. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. 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.