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Mariam Hassan

@mariamhassan

Financial services professional specializing in complex estate and beneficiary case management.

United States
Message

What I'm looking for

I seek a role where I manage complex client/account transitions, collaborate with Compliance/Legal, improve operations, and mentor others in a supportive, process-driven environment.

I am a versatile financial services professional with hands-on experience managing high-value, international, and stock-plan client accounts. At Morgan Stanley I managed complex estate and ownership transitions, processed probate and legal documents, and delivered high-touch service during sensitive, time-critical cases.

I partner effectively with Compliance, Legal, and Operations to resolve escalations and ensure compliant case outcomes. I design onboarding and training materials, provide live floor support, and create Excel-based tracking and process guides to improve team performance and audit readiness.

I am organized, detail-oriented, and empathetic in client communication, skilled with SaaS operational platforms, Salesforce CRM, and advanced Microsoft Excel; I am eager to expand industry knowledge and contribute in client-facing or back-office operational roles.

Experience

Work history, roles, and key accomplishments

Morgan Stanley logoMS
Current

Senior Case Manager

Morgan Stanley

Mar 2022 - Present (3 years 6 months)

Manage complex estate, probate, international and stock plan account transitions for high-value clients, ensuring compliant, accurate settlements and timely resolution of escalations while providing high-touch client service.

Education

Degrees, certifications, and relevant coursework

Kean University logoKU

Kean University

Bachelor of Arts, Social Sciences

Completed a Bachelor of Arts in Social Sciences at Kean University, focusing on interdisciplinary social science coursework and research.

Tech stack

Software and tools used professionally

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Mariam Hassan - Senior Case Manager - Morgan Stanley | Himalayas