Posted 7 days ago
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**Asset Management Client Segments Analyst, Wealth Management** Support Morgan Stanley's Asset Movement Team by reviewing and approving money movement transactions. Key responsibilities involve providing excellent customer service, collaborating with branch personnel, ensuring compliance with firm and industry rules, and working on projects. Essential skills include strong communication, organizational, decision-making, and technology proficiency. 0-3 years of related experience preferred.
- Compensation
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Full Job Description
To be Updated To be Updated
- Provide world class customer service.
- Work closely with Morgan Stanley branch Personnel 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 Personnel 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.
- College preferred or equivalent experience
- 0-3 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
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients helping them reach their goals. We do it in a way thats differentiated and weve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - arent just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, youll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. Theres also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
