As a market chief, the expertise and keenness of our individuals is essential to our success. Collectively, we share a standard set of values rooted in integrity, excellence and powerful group 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 supplies brokerage, funding and monetary providers to lots of 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 (PBO) division supplies Operational processing help for banking merchandise provided to Morgan Stanley shoppers. This position is for an Analyst within the Financial institution Deposit Program (BDP) Sweeps and Settlements Staff of Private Banking Operations with experience coping with shopper escalations for sweeps and money settlements, and processing day by day fund trades and money settlements. Duties embrace researching and resolving complicated sweep shopper escalations, finishing every day guide trades, exception processing, and settlements, and supporting complicated tasks relating to comb and money settlement initiatives.
This position requires excessive consideration to element and dealing underneath strict deadlines to help the BDP sweep product, and PBO money settlements for Morgan Stanley. Candidate will be capable of meet deadlines, execute features in a managed setting, ship superior shopper service, and help with planning, testing, and implementing a number of excessive profile Banking tasks.
Qualifications
Capability to shortly perceive and analyze numerous points of interrelationships of the totally different inner Banking areas and techniques
Capacity to multitask, particularly in excessive strain conditions
Time management and prioritization expertise
Earlier expertise working inside a customer support position
Element oriented with the power and want to work in a group setting; in addition to confidence to work independently
Superior analytical, important considering and choice making expertise
Wonderful written and verbal communication expertise
Proficient working with Excel and PowerPoint
Bachelor’s diploma or equal in enterprise, economics, marketing, or associated subject
Robust consideration to element, communication, influencing and interpersonal expertise
An understanding of the shopper service Operations setting in a Brokerage enterprise
1-three years of analytical and/or banking expertise
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