Expense Management, Client Segments, Analyst, Wealth Management at Morgan Stanley

Mumbai, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

16 Mar, 26

Salary

0.0

Posted On

16 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Attention To Detail, Client Service, Communication Skills, Problem Solving, Organizational Skills, Critical Thinking, Team Collaboration, Self-Motivation, Microsoft Office Suite, Multi-tasking, Judgment, Research Skills, Feedback, Training Participation, Expense Management, Fast-paced Environment

Industry

Financial Services

Description

Review and approve employee T&E expense reimbursement requests. Ability to review a high volume of detailed expense reimbursement requests meeting/exceeding monthly expectations for production and quality in a fast-paced environment. Provide world-class customer service to both field facing and internal counterparts in all interactions. Ensure all expense requests are handled in a timely and accurate manner; if there are any issues, resolve / escalate on a case-by-case basis. Research and resolve problems and deficiencies in a timely manner. Apply Firm policies and procedures on expense review and approval activity. Proactively participate in available training and education programs to maintain current status on policies, procedures and risk awareness. Provide and receive feedback and suggestions on ways to improve processes that are in place. Apply critical thinking when making decisions on items to evaluate risk and client experience. Other duties and responsibilities as needed. Bachelor's degree or equivalent education experience preferred, or applicable work experience in lieu of education will be considered. Excellent interpersonal and client service skills. Effective written and verbal communication skills. Strong attention to detail and excellent judgement. Exceptional organization and follow-up skills. Ability to prioritize and multi-task. Ability to research and resolve problems and service inquiries and escalate issues where appropriate. Strong computer skills including Microsoft Office Suite. Team player with the ability to collaborate with others. Self-motivated with ability to work in a fast-paced environment. 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

Review and approve employee T&E expense reimbursement requests while ensuring timely and accurate handling of all requests. Resolve issues on a case-by-case basis and provide exceptional customer service to internal and external counterparts.