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Handle inbound client calls about portfolios, account updates, money movement, and trade requests. Provide customer service, resolve issues, identify sales opportunities, educate clients about financial products, follow compliance procedures, and pursue Series 7 and 63 licensing through employer-paid training.

Provide client-facing and administrative support to Financial Advisors/Private Wealth Advisors: execute money movements, answer account inquiries, prepare meeting materials, assist with account opening and data entry, enroll clients in digital tools, manage calendars and travel, and support marketing and firm initiatives.

Design, price, and market FX and macro derivative solutions for institutional and corporate clients. Collaborate with sales and trading to define risk, coordinate transaction execution across stakeholders (Sales, Trading, Legal, XVA), and support bespoke, client-tailored hedging strategies and structured products.

Provides legal and regulatory advice to Global Operations stakeholders on financial operations, customer asset protection, securities processing, payments, custody, digital assets, and emerging frameworks. Advises governance forums, analyzes regulatory developments, supports strategic initiatives and new products, and drafts and negotiates commercial and financial services agreements. Collaborates with Compliance, Risk, Technology, and global business teams while developing subject matter expertise.

Develop and enhance Market Risk applications while collaborating in an Agile squad. Introduce tools for regulatory compliance, write scripts, and ensure unit testing practices.

Lead assurance activities for applications and infrastructure supporting Institutional Securities, assess technology risks and controls (development, change management, resilience, cybersecurity, data), identify emerging risks, align audit projects with priorities, communicate findings to senior management, partner globally, and manage and develop audit staff.

Support new product launches for Investment Management Finance by coordinating finance stakeholders, maintaining pipeline and SharePoint, documenting working group updates, summarizing legal agreement terms, responding to ad hoc requests, providing controllership surge support, and improving operational processes.

Manage and grow corporate client relationships for Morgan Stanley at Work. Serve as the primary client contact, conduct needs analyses and business reviews, interpret contracts and service commitments, coordinate internal teams to resolve issues, support client retention, deliver demonstrations and training, identify new opportunities, and promote service best practices. The role requires equity or share plan industry experience, financial licenses, strong communication and analytical skills, and up to 25% travel within North America.

Lead and support privacy compliance across business lines: conduct PIAs, risk and control assessments, monitoring and testing, gap analyses, implement privacy controls and regulations, prepare DPO metrics/reports, advise stakeholders, and assist governance, training, and policy work.

Provides inbound customer service for investment accounts, handling money movement, account updates, trade requests, and follow-ups. Educates clients about financial products, identifies sales opportunities, resolves issues collaboratively, manages risk, and maintains compliance. Morgan Stanley provides training for Series 7 and 63 licensing. The role requires a hybrid schedule, ongoing financial-market education, and strong customer-service, sales, communication, and problem-solving skills.