Wealth Management (Wealth Management)
Job Description
Morgan Stanley seeks a professional to join the Expense Team as an analyst. The Expense Analyst will work closely with all levels of field management to ensure T&E expense activity submitted by field advisors and branch personnel, have been appropriately reviewed and approved using various internal systems.The Expense Analyst will report directly to the Expense Approval Manager. The Expense Analyst will interact with the field and internal personnel to resolve issues encountered during the expense review and approval process. Expense analysts are responsible for understanding Firm policies and procedures to allow them to review expense activity accurately and efficiently.
Duties And Responsibilities
> Review and approve T&E expense reimbursement requests primarily for field advisors and branch personnel
> Ability to review a high volume of detailed expense reimbursement requests meeting/exceeding 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
Qualifications
> Bachelor&aposs degree or equivalent education experience preferred, or applicable experience in lieu of education will be considered
> 2+ years of industry experience preferred or desire to be part of the financial service industry desired
> Desire to obtain financial licensing, specifically Series 7, 66
> 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
Knowledge and Skills
> 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
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise 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.
What You Can Expect From Morgan Stanley
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. 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.At Morgan Stanley, youll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We 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.
We&aposre committed to bringing passion and customer focus to the business.
Morgan Stanley is an equal opportunities employer. 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.
Coverage for Audit Jobs- Monday to Friday from 12:00PM to 9:00PM India time with flexibility on standard working hours for time sensitive matters.
- Periodic evening calls with US and EMEA Internal Auditors and auditees.