MSWC, Client Segments, Analyst, Wealth Management. at Morgan Stanley

Mumbai, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

30 Jan, 26

Salary

0.0

Posted On

01 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Onboarding, Communication, Problem Solving, Administrative Support, Organizational Skills, Microsoft Office Suite, Salesforce, Team Collaboration, Detail Oriented, Interpersonal Skills, Analytical Mindset, Wealth Management Knowledge, Creative Problem Solver, Fast-Paced Environment, Self-Motivated, Accountability

Industry

Financial Services

Description

Client Onboarding Service and Support: Cultivate and enhance new and existing relationships through active communication with internal MSWC teams to process requests, resolve inquiries, and preparation of reports and materials for meetings. Assist with client onboarding, including new account opening, account package preparation, and all administrative support utilizing all applicable MSWC tools (outlook, workflow, salesforce, Teams, etc.) the suite of Modern Wealth Management Tools. Provide all transition and administrative support for onboarding all FA recruits, teams, and clients. Maintain ongoing communication with cross functional teams and MSWC leadership team (i.e Business Enablement, Branch Management, Supervision, Compliance, etc.) to ensure a smooth client experience. Assist in client due diligence to provide proactive problem solving and resolutions. Provide cross channel client administrative support when required. Provide backup support to other support professionals on the business enablement team or other cross functional teams. Provide administrative support and issue resolution for items related to Advisor Compensation when required. Support the reconciliation and delivery of key metrics reporting, including reports, dashboards, digital tools, and presentations. Support the development of clear and concise business requirement documents, functional specifications, and process maps. Perform additional administrative duties that support Financial Advisors in daily business practices a determined by the centralized support model developed by the Business Enablement Team. 6 months to 2.3 years of Financial Services Experience - ideally with Full-Service Wealth Advisors and Clients University degree or College diploma preferred. Strong industry, product, and wealth management procedures knowledge. Strategic and analytical mindset. Exceptional writing, interpersonal and client service skills. Detail oriented with superior organizational skills and ability to prioritize tasks. Strong computer skills and knowledge of Microsoft Office Suite of tools, Dataphile, Salesforce, SharePoint and Teams Team player with the ability to collaborate with cross functional teams. Ability to work in a fast-paced, evolving environment. Enjoys wearing many hats, rolling up sleeves and getting things done. Self-motivated / self-starter with excellent work ethic, and a high degree of professionalism and accountability. Creative problem solver with demonstrated ability to manage multiple priorities with short deadlines. 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 analyst will assist with client onboarding, including new account opening and administrative support, while maintaining communication with internal teams to ensure a smooth client experience. They will also provide support for advisor compensation and assist in the development of business requirement documents and reporting metrics.