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 3 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
> Bachelor's degree preferred
> Experience creating DocuSign forms
> Experience with robotic processing automation (IE UiPath, Blue Prism, or Automation Anywhere)

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 that’s differentiated – and we’ve 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 - aren’t 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, you’ll 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. There’s 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.