Asset Movement Analyst, Client Segments, Analyst, Wealth Management
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Job Location:
Monthly Salary:
Posted on:
4 days ago
Vacancies:
1 Vacancy
Job Summary
About Us:
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations governments and individuals from more than 1200 offices in 43 countries.
As a market leader the talent and passion of our people is critical to our success. Together we share a common set of values rooted in integrity excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn to achieve and grow. A philosophy that balances personal lifestyles perspectives and needs is an important part of our culture
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 Analysts 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 clients assets and follow client instructions. Additionally the AMT Analyst will be cross-trained to review and approve travel & entertainment expense reimbursement requests as well as a basic review of documents related to new account opening and account modifications.
Responsibilities:
- 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.
Qualifications:
- 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 whats best for our clients communities and more than 80000 employees in 1200 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 into your browser.
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.
Required Experience:
IC
Key Skills
- Active Directory
- Customer Service
- End user
- Access Points
- Deskside Support
- Windows
- SCCM
- Troubleshoot
- User Accounts
- Desktop
- PC
- Backup
- Setup
- hardware
- Technical Support
About Company
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1, ... View more
