Mariam Hassan
@mariamhassan
Financial services professional specializing in complex estate and beneficiary case management.
What I'm looking for
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
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.
Client Service Representative
Morgan Stanley
Sep 2021 - Mar 2022 (6 months)
Supported clients and advisors through account ownership changes, beneficiary transitions, and brokerage servicing while collaborating with internal teams to improve workflows and service delivery.
Education
Degrees, certifications, and relevant coursework
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
Availability
Location
Authorized to work in
Job categories
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