Correspondence Processor- Middle Office Analyst at Morgan Stanley

Sandy, Utah, United States -

Full Time

Start Date

Immediate

Expiry Date

06 Feb, 26

Salary

0.0

Posted On

08 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Document Management Systems, Confidential Information Handling, Client Requests Response, Issue Escalation, Workflow Automation Tools, Microsoft Office Suite, Team Collaboration, Process Improvement, Training and Guidance, Attention to Detail, Compliance, Organizational Skills, Problem Solving, Discretion, Client Documentation Handling, Diversity and Inclusion

Industry

Financial Services

Description

- Open, scan, index, and client documents using electronic document management systems - Handle confidential information and Personally Identifiable Information (PII) with a high level of discretion - Respond to client requests with accuracy and speed, ensuring compliance with all policies and procedures - Follow escalation framework, taking responsibility for identifying, escalating and preventing issues - Raise issues, question others and offer solutions/ideas - Maintain and organize sensitive client documentation in accordance with firm policies and regulatory requirements - Collaborate with internal teams to resolve discrepancies and ensure seamless workflow execution - Review and verify the accuracy of incoming and outgoing correspondence for completeness, consistency, and compliance - Assist in the development and improvement of workflow models to enhance process efficiency - Provide training or guidance to new team members on procedures and system use as required - Utilize workflow automation tools such as PowerBI, Uipath Studio, or Alteryx to streamline processes when applicable - Ability to build trust and find innovative ways to improve teamwork, functions/processes and create a positive work environment - Understanding of business area supported, client requirements, and importance of not compromising control to comply with client requests - Culture carrier across Operations, embracing the Firm's core values - Experience in handling confidential client documentation and correspondence within a financial services environment - Proficiency in Microsoft Office Suite and familiarity with document management systems - At least 0-2 years' relevant experience would generally be expected to find the skills required for this role At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. Our Firm is differentiated by the caliber of our diverse team, while our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity 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. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. 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. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Responsibilities

The Correspondence Processor - Middle Office Analyst is responsible for managing client documents, ensuring compliance, and maintaining sensitive documentation. The role involves collaborating with internal teams to resolve discrepancies and improve workflow efficiency.