Analyst 3, P1, Product Support & Services WM Job Level Analyst

*IMPORTANT* Recruiter will finalize JD with the Hiring Manager during the intake meeting once role opens in Workday to ensure it meets Firm job description guidelines and Job Architecture requirements. Please ONLY populate the relevant INSERT sections below. Further guidance on job descriptions can be found by typing careers in your browser.

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. Were seeking someone to join our team as a Analyst in WM Operations to support the new Account Opening process (both paper and online) and Account Maintenance functions.

B Standard Description of Division JA Functional Title & JA Job Family In the Operations division we partner with business units across the Firm to support financial transactions devise and implement effective controls and develop client relationships. This is an Analyst level position within the RECRUITER to add standard JA JOB FAMILY Description based on Job Profile.

C Standard Description of the Firm Since 1935 Morgan Stanley is known as a global leader in financial services always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

D Part 1: Scope of Role What youll do

What youll do in the role:
-Process transactions/tasks within coverage area
-Respond to client requests with accuracy and speed ensuring compliance with all policies and procedures
-Follow escalation framework taking responsibility for identifying escalating and preventing issues
-Raise issues question others and offer solutions/ideas
-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 D Part 2: Scope of Role What youll bring

What youll bring to the role:
-Ability to build trust and find innovative ways to improve teamwork functions/processes and create a positive work environment
-Understanding of business area supported client requirements and importance of not compromising control to comply with client requests
-Culture carrier across Operations embracing the Firms core values
-Basic requirement of a Minimum 1-2 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
-At least 0-2 years relevant experience would generally be expected to find the skills required for this role

E What you can expect from Morgan Stanley RECRUITER to add standard global paragraph

F Standard Description of location GCs/Paris/Frankfurt only RECRUITER to insert where applicable

G Regional insertions e.g. Wage transparency EEO Regulatory etc. RECRUITER to insert standard disclosures for location and division where applicable

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.

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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.