Client Onboarding And Reference Data Services - Outreach - Associate - Core at Morgan Stanley

Mumbai, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

05 Feb, 26

Salary

0.0

Posted On

07 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

KYC Standards, Client Focus, Customer Service, Communication, Problem Solving, Decision Making, Multitasking, Interpersonal Skills, Relationship Building, Risk Identification, Data Visualization, Reporting, MS Excel, PowerPoint, Outlook, Business Intelligence Tools

Industry

Financial Services

Description

Understanding and implementation of KYC standards, guidelines, policies, and procedures Strong clients focus and ability to partner with various internal groups and client coverage. Exhibit the highest standards of customer service to our internal and external customers (inclusive of confidentiality) Effectively address any issues that might be escalated by either internal or external clients Communicate with clients and sales coverage to provide regulation guidance, organizing client calls where needed. Proactively highlight potential issues to management Identify root causes, understand connections and implications, and evaluate alternatives Make decisions that are effective and well-grounded based on guidelines, policies, and insights Be flexible, multitask and effectively manage priorities across the wider function College/University degree or equivalent with a business focus and relevant/proven experience Relevant experience of 3+ years, preferred. AML, client onboarding, or client reference data experience desired Previous knowledge of case management or portfolio management preferred. Strong interpersonal and verbal/written communication skills Excellent interpersonal skills necessary to work effectively with colleagues and senior management Strong relationship building skills to influence/negotiate desired outcomes Ability to deep-dive and investigate issues to see a successful resolution. Ability to identify risks and issues and successfully navigate through to completion Foster and champion High-Performance Culture where people are empowered to make decisions that affect their work/environment Proficient in MS Excel, PowerPoint, and Outlook Expertise in data visualization and reporting in a cross-functional team and to senior stakeholders using business intelligence tools (Tableau, PowerBI, QlikView., etc.) preferred 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. 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. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

Responsibilities

The role involves understanding and implementing KYC standards while providing exceptional customer service to both internal and external clients. It also requires effective communication with clients and sales coverage to address issues and provide regulatory guidance.