Morgan Stanley
Sandy, Utah
Client Beneficiary Services Associate
We tailor your resume to this role and apply for you in seconds.
Apply to Client Beneficiary Services Associate at Morgan StanleyJob details
- Location
- Sandy, Utah
- Work type
- Onsite
- Posted
- May 18, 2026
- Apply on
- morganstanley.eightfold.ai
About this role
Manage estate conversion cases, re-register assets, communicate with beneficiaries/executors, research complex issues, and collaborate with Legal/Tax/Operations. Requires strong communication, securities knowledge, and ability to work flexible shifts; Series 7/63 preferred.
What you'll do at Morgan Stanley:
- re-registering assets
- advising clients
- resolving cases
Apply to this Client Beneficiary Services Associate role at Morgan Stanley with a tailored resume on ApplyBolt.
Ready to apply to Morgan Stanley?
We tailor your resume to this role and apply for you.