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Morgan Stanley
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Director - Workflow Processing (Wealth management)

Director - Workflow Processing (Wealth management)

Morgan Stanley

2 - 6 years

0 Lacs

maharashtra

Posted:1 week 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 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: As a Workflow Processing Associate (WPA) at Morgan Stanley Wealth Management, your primary responsibility will involve the start to finish processing of all activities received through the Workflow management tool. This will include utilizing various technologies to execute client requests, such as ingesting paperwork, entering client requests, completing account updates, and monitoring to completion. Key Responsibilities: - Money movement - Account applications & Adoption Agreements - Account Maintenance including 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: - 2+ years experience in 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 At Morgan Stanley, you can expect a commitment to maintaining first-class service, high standards of excellence, and a culture that values diverse perspectives, individual intellect, and cross-collaboration. With a workforce comprised of individuals from diverse backgrounds and experiences, we are committed to providing a supportive and inclusive environment where all individuals can maximize their full potential. Our culture of inclusion is evident through our constant focus 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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Director - Workflow Processing (Wealth management)

Morgan Stanley

maharashtra

Director - Workflow Processing (Wealth management)

Morgan Stanley

maharashtra

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Director - Workflow Processing (Wealth management)