Mariam Hassan

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.