Log In
Sign Up
Private Jobs / Private Sector
Morgan Stanley Hiring for Associate – Account Maintenance Operations at Mumbai Full Time
br{display:none;}.css-58vpdc ul > li{margin-left:0;}.css-58vpdc li{padding:0;}]]>
Associate – Account Maintenance Operations
Job Number:
3218579
POSTING DATE: Jul 6, 2022
PRIMARY LOCATION: Non-Japan Asia-India-Maharashtra-Mumbai (MSA)
EDUCATION LEVEL: Bachelor’s Degree
JOB: Other
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Associate
DESCRIPTION
SUMMARY
This position is in the Account Services Operations department, which consists of supporting the new account opening process (both paper and online), stock plan activation, and account maintenance functions.
RESPONSIBILITIES
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
QUALIFICATIONS
BASIC
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.
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
Bachelors degree preferred
Experience creating DocuSign forms
Experience with robotic processing automation (IE UiPath, Blue Prism, or Automation Anywhere)