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Analyst 2 - Wealth Management Operations - Estates

2.00 to 0.00 Years   Mumbai City   22 Mar, 2022
Morgan Stanley Advantage Services Pvt Ltd
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaFinance / Accounts / TaxSales / BD
EmploymentTypeFull-time

Job 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, *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. 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)

Keyskills :
new account openingstrong analytical skillscomputer skillsaccount openingcustomer serviceaccount servicesanalytical skillsoral communicationaccount maintenance

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