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