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Morgan Stanley
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Client Reporting Associate - Client Services & Relationship Management

Client Reporting Associate - Client Services & Relationship Management

Morgan Stanley

4 - 8 years

0 Lacs

karnataka

Posted:3 weeks ago| Platform: Shine logo

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Skills Required

client reporting client service relationship management financial transactions risk management data analysis vendor management project management financial products microsoft office sql data reporting communication skills analytical skills portfolio reporting client enquiries problemsolving

Work Mode

On-site

Job Type

Full Time

Job Description

You will be joining our team as an Associate Client Reporting in IM Operations to perform Portfolio and Client Reporting function for Investment Strategies across MSIM. In addition to preparing and delivering reports for clients, your responsibilities will include replying to client enquiries, handling requests for data/reports from various teams, and liaising with global stakeholders such as portfolio managers and actual clients. **Role Overview:** As an Associate Client Reporting in IM Operations, you will be responsible for managing internal and external client relationships by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships. You will partner with different functional teams across the firm to support financial transactions, implement controls, and develop client relationships. **Key Responsibilities:** - Execute complex processes and assist a Team Manager in coordinating processes, risks, and projects in a Team Lead capacity. - Recognize risks in day-to-day processes, propose changes, and ensure accuracy in deliverables. - Train others, allocate tasks, and provide first-line escalation support when required. - Share expert knowledge, contribute to team output and development, and build relationships across the Firm. - Report to internal and external clients, handle queries and data requests, and maintain task lists for timely deliverables. - Follow maker & checker process for each deliverable with zero tolerance for inaccuracy. - Engage in projects related to the job function and follow up with IT for any development needs or issues raised with current reports. **Qualifications Required:** - Comprehensive knowledge of functional area, operational/compliance policies, and procedures. - Ability to operate independently with respect to job responsibilities. - Strong client service focus, interpersonal skills, and excellent verbal & written communication skills. - Proficiency in MS Office tools like Outlook, Excel, Word, and PowerPoint. - Basic understanding of financial products, their performance, and cash flows. - Strong analysis, problem-solving skills, and ability to identify and escalate risk issues. - Relevant prior experience in client reporting/service will be an added advantage. - Minimum 4 years of relevant experience required. At Morgan Stanley, you can expect to work in an environment that values putting clients first, leading with exceptional ideas, and committing to diversity and inclusion. We offer attractive employee benefits and perks, and there are ample opportunities for career growth and development for passionate individuals like yourself.,

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Morgan Stanley

Financial Services

New York NY

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Client Reporting Associate - Client Services & Relationship Management

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Client Reporting Associate - Client Services & Relationship Management

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Client Reporting Associate - Client Services & Relationship Management