Assoc, Professional, P2, Client Services & Relationship Mgmt WM, NEX : Job Level - Associate

Support customers by providing guidance, education, and necessary information to re-register assets upon the death of an account holder Opening, processing, and resolving estate cases that are part of your case work and queue Work closely with additional business partners in Legal, Tax & Retirement, Maintenance Operations, Estate Operations, Principal Review and New Account Operations to resolve estate cases Communicate with customers via telephone, email, and secure message regarding open estate case(s) and case requirement Make outbound calls to customers to communicate updated case information and/or additional case requirements Service inbound call inquiries from customers regarding active and new estate cases Through extensive experience, meticulous research, and leveraging all resources available; the Beneficiary Services team uses their wealth of knowledge to support customers with all death related inquiries. Each associate is expected to carry out their duties with attention and adherence to E*TRADE core values: Security, Accuracy, Courtesy, Ownership, Enhancement, and Efficiency. Interact with customers daily through various communication channels Respond to and perform research on inquiries within area of expertise Manage a fluctuating case load and customer follow ups Communicate clearly and professionally with customer service and operations business partners to efficiently resolve customer requests. Gain in depth knowledge of estate processing to resolve issues relating to these requests Gain in depth knowledge of the estate regulations for various jurisdictions Assisting in outbound customer contact regarding advanced product information Interacting with a wide variety of business partners regularly during the process of problem resolution Performs secondary duties as defined by Supervisor within their area of specialty Expert ability to remain calm and communicate with professionalism in a volatile business environment with minimal supervision Action oriented mindset with a demonstrated ability to remain focused to meet or exceed production goals Complete understanding of the securities industry and a thorough understanding of advanced product information Exceptional experience, knowledge, and skill demonstrated with a high level of performance in current job assignment Ability to work flexible shift assignments and additional hours as required when business needs dictate Series 7 and 63 preferred, but not required 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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. 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. Completion and successful passing of a skills competency assessment in one or more of the specialty areas described above 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.