Associate

Account Services, Analyst/Associate

We’re seeking someone to join our team as an Analyst/Associate to join our Wealth Management Operations Team which is embedded within the Firm's Wealth Management Operations Group. In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals.

In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships, driving strategic automation solutions by embracing a transformation mindset and challenging the status quo.

Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.

At Morgan Stanley Baltimore, we support the Firm’s global Technology, Operations, Risk Management, Legal and Compliance, Internal Audit and Finance divisions. Morgan Stanley has been rooted in the Baltimore community since 2003. Our talented and diverse team is one of the largest in the U.S. outside of our New York headquarters and home to industry leading cybersecurity innovation with multiple patents and awards. Our teams are relentless collaborators and creative thinkers, fuelled by their diverse backgrounds and experiences. There’s ample opportunity to move across the businesses for those who show passion and grit in their work.

Interested in joining a team that’s eager to create, innovate and make an impact on the world?

What You’ll Do In The Role

• Review paper and electronic applications to determine documents are in good order
• Manually process applications as needed with speed and accuracy
• Handle exception and reconciliation reports, and help execute risk controls
• Quickly respond to related Operations and Customer Service inquiries
• Work with various lines of business to identify fraudulent or high-risk new accounts
• Process all work daily to maintain excellent service levels
• Identify and document process and system enhancements for productivity, quality, and efficiency
• Communicate with internal partners across all lines of business at all levels
• Support implementation of operational efficiency projects such as DocuSign and UiPath RPA
  
  

What You’ll Bring To The Role

• Minimum of 2 years of financial operations experience or equivalent
• Strong written and oral communication skills with a track record of excellent customer service
• Strong analytical skills including ability to research, schedule, analyze and present findings
• Proven organizational skills with attention to detail
• Strong computer skills (Word, Excel, Access, etc.)
• Must be a dynamic and self-starting individual, able to work independently and as part of a team
  
  

Preferred

• Experience with SQL or Tableau
• 2+ years’ experience with rules and regulations governing bank and brokerage accounts
• Bachelor’s degree preferred
• Experience creating DocuSign forms
• Experience with robotic processing automation (IE UiPath, Blue Prism, or Automation Anywhere)
  
  

What You Can Expect From Morgan Stanley

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. Our Firm is differentiated by the Caliber of our diverse team, while our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

Posting Date

Sep 16, 2024

Primary Location

Non-Japan Asia-India-Maharashtra-Mumbai (MSA)

Other Locations

Non-Japan Asia-India-Maharashtra-Mumbai

Education Level

Bachelor's Degree

Job

Other

Employment Type

Full Time

Job Level

Associate