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Analyst - Workflow Processing (Wealth Management)

Analyst - Workflow Processing (Wealth Management)

Morgan Stanley

0 - 3 years

0 Lacs

maharashtra

Posted:21 hours ago| Platform: Shine logo

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Skills Required

account maintenance money movement account applications adoption agreements beneficiary designations w9 patriot act documentation power of attorney guardianship conservatorship trusted contact lal margin agreements transfer on death estates checklist trust account agreement updates templated client correspondence via email shared email inbox management risk recognition mitigation strong written communication skills

Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: The Workflow Processing Analyst (WPA) at Morgan Stanley Wealth Management is responsible for the start to finish processing of all activity received through the Workflow management tool. This role involves utilizing various technologies to execute clients" requests, including ingesting paperwork, entering client requests, completing account updates, and monitoring to completion. Key Responsibilities: - Money movement - Account applications & Adoption Agreements - Account Maintenance - Beneficiary Designations - W-9 - Patriot Act documentation - Power of Attorney - Guardianship & Conservatorship - Trusted Contact - LAL & Margin agreements - Transfer on Death - Estates Checklist - Trust account agreement and updates - Templated client correspondence via email - Shared Email Inbox management Qualifications Required: - 0 - 2 years experience within Financial Services - Ability to manage a high volume of requests in a fast-paced environment - Ability to react to changing priorities and adapt accordingly - Attention to detail - Ability to effectively navigate firm systems for any workflow processing and client requests - Ability to learn ancillary systems to ensure efficient handling of workflow tasks - Risk recognition and mitigation, including ensuring a deep understanding of and adherence to all policies and procedures - Strong written communication skills Additional Details of the Company: At Morgan Stanley, you can expect a commitment to maintaining first-class service and a high standard of excellence. The company is guided by five core values: putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back. With over 80,000 employees across 42 countries, Morgan Stanley values diverse perspectives, individual intellect, and cross-collaboration. The company is differentiated by the caliber of its diverse team and is committed to providing a supportive and inclusive environment for all individuals to maximize their full potential. Morgan Stanley is an equal opportunities employer that focuses on recruiting, developing, and advancing individuals based on their skills and talents.,

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Morgan Stanley

Financial Services

New York NY

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Analyst - Workflow Processing (Wealth Management)