Job Information
Morgan Stanley Associate - Asset Movement (Wealth Management) in Mumbai, India
Company Profile:
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley Wealth Management (MSWM) has over $7 trillion under management and is one of the world’s largest networks of Financial Advisors. The Digital Solutions group within MSWM is responsible for transformational platform strategies that provide better tools for our Financial Advisors, support staff, and our clients.
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.
Division Profile:
The Wealth Management Platforms organization manages digital platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly.
JOB DESCRIPTION
The Asset Movement Team (AMT) Analyst will act as an extension of local branch management in the review and approval of incoming and outgoing money movement transactions. The AMT Analyst’s will work with various systems to ensure the appropriate approval of each transaction. AMT Analysts will partner with the Regional Leader and/or the Field Service Team Manager to resolve issues while processing requests. They will abide by firm and industry rules to prevent fraud, protect client’s assets and follow client instructions.
RESPONSIBILITIES
•Provide world class customer service. •Work closely with Morgan Stanley branch associates to review and approve money movement requests in a timely manner. •Work in a fast-paced environment with high quality standards. •Communicate with Senior Management and Branch Associates when needed. •Work in a team setting using critical thinking skills and internal resources to resolve escalations. •Apply risk approved policies to prevent client fraud. •Keep current on SEC/FINRA, Compliance and Firm Policies for transaction-based requests. •Work on projects and technology pilots when appointed. •Other duties as assigned.
QUALIFICATIONS
•College preferred or equivalent experience •3-5 years of related experience •Ability to demonstrate success in previous roles •Basic clerical and administrative skills •Effective written and verbal communication skills •Excellent interpersonal and client service skills •Organizational skills, decision making skills, attention to detail and excellent follow up skills •Experience using Microsoft suite. •Ability to learn new systems and troubleshoot technology issues in a timely manner
"Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise 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".
Job: *Wealth Management
Title: *Associate - Asset Movement (Wealth Management) *
Location: Non-Japan Asia-India-Maharashtra-Mumbai (MSA)
Requisition ID: 3256608