Associate - Trade Support (Operations) - Bengaluru, India - Morgan Stanley

Morgan Stanley
Morgan Stanley
Verified Company
Bengaluru, India

1 month ago

Deepika Kaur

Posted by:

Deepika Kaur

beBee Recuiter


Description
Associate - Trade Support (Operations)


Job Number:
3232096


POSTING DATE:
Mar 2, 2023


PRIMARY LOCATION:
Non-Japan Asia-India-Karnataka-Bengaluru


EDUCATION LEVEL:
Bachelor's Degree


JOB:
Other


EMPLOYMENT TYPE:
Full Time


JOB LEVEL:
Non-Exempt


DESCRIPTION
The team has diverse responsibilities, including but not limited to:
> Processing of PWM Account opening documentation in Asia region received from PWM Sales teams

> Liaise closely with PWM Branch admins for approvals of client documents and ensure paperwork is complete before processing the documents in relevant systems

> Work with PWM Business approvers to ensure Account Opening requests are processed in a timely manner

> Processing of Account Maintenance requests (address changes and any other referential data) received from clients into relevant systems

> Processing of Account Closure requests received after performing appropriate checks and balances

> Escalate any risk issues to management

>


QUALIFICATIONS
> Strong investigative, analytical and problem solving skills

> Experience of client onboarding process preferred, but not a must

> Strong attention to detail and be highly deadline oriented

> Ability to handle volumes with accuracy

> Providing value-added client service to the business

> A proactive nature, challenging and questioning processes, seeking innovative solutions to improve efficiency and mitigate risk

> Ability to identify, escalate risk issues and manage upward communication to all stakeholders and install adequate controls to mitigate risk

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