Client Reporting_Associate_Client Services & Relationship Mgmt IM at Morgan Stanley

Bengaluru, karnataka, India -

Full Time

Start Date

Immediate

Expiry Date

19 Feb, 26

Salary

0.0

Posted On

21 Nov, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service Focus, Interpersonal Skills, Verbal Communication, Written Communication, Analytical Skills, Problem-Solving Skills, Data Analysis, Technical Issue Facilitation, MS Office, Excel, SQL, Macros, Formulas, Pivots, Financial Products Knowledge, Risk Identification, Project Involvement

Industry

Financial Services

Description

Execute complex processes and assist a Team Manager in coordinating processes, risks and/or projects in a Team Lead capacity. Recognize risk in day-to-day processes to draw out the key issues and leverage detailed knowledge to propose changes in process. Train others, allocate tasks and support with first line escalation where required. Share expert knowledge across the team, contribute to team output and development, building relationships across the Firm. Reporting to Internal and External clients - production, handling queries & data requests. Maintaining a task list and following up with other teams responsible for data /reports sourced from them. Tracking each deliverable per the deadlines set and ensuring no lapses occur. Following maker & checker process for each deliverable with zero tolerance for inaccuracy. Periodic Risk and Exception reporting to senior management. Involvement in projects related to the job function. Following up with IT for any development needs or issues raised with the current reports. Comprehensive knowledge and understanding of functional area and operational/compliance policies and procedures of their team. Ability to operate independently with respect to some job responsibilities. Culture carrier across Operations, embracing the Firm's core values. Demonstrates a clear understanding of the business they support and client requirements. Well versed with MS office - Outlook (Email Management), Excel (Sql, writing macros, Lookup, Formulas, Pivots etc.), Word & PowerPoint. Basic understanding of various financial products its performance & cash flows. Strong client service focus, interpersonal and excellent verbal & written communication skills. Strong analysis and problem-solving skills required. Ability to facilitate and execute the analysis of data and technical issues. Performs tasks that require deep analytical skills and keep Management informed of progress and activities within their respective area. Ability to identify and escalate risk issues to stakeholders. Relevant prior experience in client reporting / service will be an added advantage. At least 4 years' relevant experience would generally be expected to find the skills required for this role. 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

Execute complex processes and assist a Team Manager in coordinating processes, risks, and projects. Maintain task lists, track deliverables, and ensure accuracy in reporting to internal and external clients.