Private Banking Operations Banking Check Deposit Associate - Wealth Management Operations - Morgan Stanley - Baltimore, MD

Private Banking Operations Banking Check Deposit Associate - Wealth Management Operations - Morgan Stanley - Baltimore, MD -

Morgan Stanley is a number one international monetary providers agency offering a variety of funding banking, securities, funding management and wealth management providers. The Agency’s staff serve shoppers worldwide together with firms, governments and people from greater than 1,200 workplaces in 43 nations.

As a market chief, the expertise and keenness of our individuals is crucial to our success. Collectively, we share a standard set of values rooted in integrity, excellence and powerful staff ethic. Morgan Stanley can present a superior basis for constructing knowledgeable profession – a spot for individuals to study, to realize and develop. A philosophy that balances private life, views and wishes is a vital a part of our tradition.

Operations is likely one of the largest divisions within the agency and has numerous duties, together with appropriately settling and recording tens of millions of transactions per day, figuring out and mitigating all operational dangers, creating robust shopper relationships and partnering with know-how to understand the complete potential of IT and e-options. All through, the Operations division regularly seeks methods to enhance whereas actively supporting the event of latest companies, buildings and markets.

Wealth Management Operations

International Wealth Management Operations offers brokerage, funding and monetary providers to a whole lot of hundreds of particular person buyers. We apply our experience in serving institutional shoppers to create new alternatives for individuals to realize their private monetary objectives. Morgan Stanley has one of many largest retail brokerage networks, with quite a few worldwide representatives and retail places. Our providers are tailor-made to every shopper’s funding aims, danger tolerance, and monetary wants. Merchandise embrace mutual funds, shares, bonds, and various investments the place applicable, in addition to banking, mortgages, insurance and annuities.

The Private Banking Operations Deposits Group offers operational processing help for banking merchandise provided to Morgan Stanley shoppers. The division’s obligations embrace day by day operational help for the Distant Deposit Seize, Cellular, and Department Deposit Scanning examine deposits. The division can also be chargeable for sure Financial institution Operations features together with Insured Community Deposit settlements.

• Course of deposits to shopper and home accounts acquired from branches and different operations groups


• Guarantee receipt and disposition of all bodily checks are appropriately logged


• Deal with inquiries and requests associated to deposits from branches by way of workflow system and recorded calling system


• Create and distribute day by day and advert hoc studies


• Evaluation, settle for, reject, modify deposits for acceptability utilizing deposits workflow software


• Carry out transactional changes to shopper accounts requiring corrections.


• Help with deposits system testing, as vital


• Help with system enhancement or new product efforts associated to deposits processing


• Guarantee compliance with deposits processing procedures and controls


• Liaise with branches and vendor to help distant deposit seize every day manufacturing quantity

Qualifications

• Wonderful written and verbal communication expertise


• Shopper-centric and a Workforce Oriented participant


• Robust drawback fixing and analytical expertise


• Have to be element oriented in addition to a logical and proactive thinker


• Robust organizational expertise with the power to prioritize and multi-process


• Should be capable of work beneath strain in a time delicate surroundings


• Proficiency in Microsoft Workplace: Excel, Phrase, PowerPoint

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