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Morgan Stanley
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Wealth Management

Wealth Management

Morgan Stanley

2 - 6 years

0 Lacs

maharashtra

Posted:1 week ago| Platform: Shine logo

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Skills Required

financial services expense management customer service interpersonal skills verbal communication written communication organization problem solving team collaboration risk awareness microsoft office suite attention to detail judgement multitasking selfmotivation fastpaced environment

Work Mode

On-site

Job Type

Full Time

Job Description

As an Expense Analyst at Morgan Stanley, you will be responsible for reviewing and approving travel and expense reimbursement requests primarily for field advisors and branch personnel. Working closely with all levels of field management, you will ensure that T&E expense activity is accurately reviewed and approved using internal systems. Reporting directly to the Expense Approval Manager, you will interact with both field and internal personnel to resolve any issues encountered during the expense review and approval process. Your duties and responsibilities will include: - Reviewing and approving a high volume of detailed expense reimbursement requests in a fast-paced environment - Providing world-class customer service to field facing and internal counterparts - Handling all expense requests in a timely and accurate manner, resolving or escalating issues as needed - Researching and resolving problems and deficiencies promptly - Applying Firm policies and procedures on expense review and approval activity - Participating in training programs to stay updated on policies, procedures, and risk awareness - Offering feedback and suggestions for process improvements - Using critical thinking to evaluate risk and enhance client experience - Performing any other necessary duties and responsibilities Qualifications for this position include: - Bachelor's degree preferred, or equivalent education experience - 2+ years of industry experience or a strong desire to work in the financial service industry - Desire to obtain financial licensing, specifically Series 7, 66 - Excellent interpersonal and client service skills - Effective written and verbal communication skills - Strong attention to detail, excellent judgment, and exceptional organization - Ability to prioritize, multi-task, and resolve problems efficiently - Proficiency in Microsoft Office Suite and strong computer skills - Team player with the ability to collaborate effectively - Self-motivated and comfortable working in a fast-paced environment You can expect a supportive and inclusive environment at Morgan Stanley, where all individuals can maximize their potential. The company is committed to diversity and inclusion, offering employees a culture that values diverse perspectives, individual intellect, and cross-collaboration. Employees and their families benefit from attractive and comprehensive employee benefits and perks, making Morgan Stanley a rewarding place to work. Working hours for this role are Monday to Friday from 12:00PM to 9:00PM India time, with flexibility for time-sensitive matters. Additionally, periodic evening calls with US and EMEA Internal Auditors and auditees may be required. Morgan Stanley is proud to be an equal opportunities employer, recruiting, developing, and advancing individuals based on their skills and talents. Join us in bringing passion and customer focus to our business, and be a part of our diverse and talented team.,

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Morgan Stanley

Financial Services

New York NY

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Wealth Management