Operational Support Associate at Morgan Stanley (Salt Lake City, UT)

| Salt Lake City, UT
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This role utilizes excellent customer service and problem-solving skills to confidently provide information and education to stock plans executives & participants in a timely, efficient, professional manner. Operational Support Position serves as the primary point of contact for organizing and executing on various requests from ES Leadership, Corporate Institutional Services, and Operations. This position will be required to execute various requests that can range from handling participant requests, resolution of participant & corporate client concerns, to organizing various campaigns.


  • Responsible for handling participant requests, resolution of participant & corporate client concerns, and the organization of various campaigns
  • Executes the resolution of Relationship Manager requests in coordination with various business partners in Operations and E*TRADE Corporate Services Interacts with internal cross-functional partners to resolve client issues and escalations (Research & Resolution, Operations and Retirement and Tax)
  • Generates weekly and monthly reporting as needed to show request and escalation trends for the business
  • Oversee resolution of service issues as needed
  • Partner with Participant Service's Relationship Managers on complex client/participant/prospect business opportunities
  • Provide operational support for service to sales opportunities within Executive Services where applicable
  • Supports execution of marketing development plan
  • Strong Product knowledge, ability to present multiple options for possible resolutions, and ability to compare/contrast solutions & services



  • 1-Year+ customer service experience, or 1-year call center experience, or equivalent combination
  • Bachelor's Degree (Finance, Business Management/Administration/Business related discipline strongly preferred) or an equivalent combination of education, training, and experience. (1 year of work experience can substitute 1 year of education)

Preferred Requirements

  • Integrity and the ability to handle sensitive information and maintain confidentiality
  • Excellent listening, written, and verbal communication skills
  • Effective conflict resolution and problem-solving skills
  • Approachable, flexible, dependable, and conscientiousness
  • Demonstrates self-confidence and the ability to maintain composure in difficult situations
  • Basic understanding of relationships created by diverse customer and employee groups
  • Proactive and anticipates situations, develops proposals, and positive solutions.
  • Appropriately identifies when to seek assistance or escalate
  • Ability to set and achieve goals, and work independently
  • Capacity to learn new skills and knowledge on an independent level to enhance personal development and achieve career goals
  • Demonstrated PC skills including familiarity with word processing, MS Office, spreadsheets and database management Experience in the Financial Services industry, including banking and business management

This role requires that all successful applicants be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccinations within 3 days of commencement of employment.
More Information on Morgan Stanley
Morgan Stanley operates in the Financial Services industry. The company is located in Rochester, NY, New York, NY, Purchase, NY, Conshohocken, PA, Baltimore, MD, Richmond, VA, Westlake, OH, Beavercreek, OH, Tampa, FL, Kansas City, MO, Omaha, NE, New York, NY, San Francisco, CA and San Francisco, CA. Morgan Stanley was founded in 2022. It has 87899 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 270 open jobs at Morgan Stanley, click here.
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