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Analyst

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We’re seeking someone to join our team as an Analyst in the Client Onboarding team within Asia Wealth Management (AWM) Operations primarily responsible for Account Opening, Account Maintenance and Account Closure of PWM clients.

 

In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Analyst level within Product Support & Services, which is responsible for providing transaction support and managing post execution processes.

 

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

 

What you'll do in the role:

  • Processing of PWM Account opening documentation in Asia region received from PWM Sales teams
  • 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

 

What you'll bring to the role:

  • Strong investigative, analytical and problem solving skills
  • Experience of client onboarding process
  • Strong attention to detail and be highly deadline oriented
  • Providing value-added client service to the business
  • Ability to identify, escalate risk issues and manage upward communication to all stakeholders and install adequate controls to mitigate risk
  • High degree of computer literacy, including knowledge of Windows-based applications such as Word and Excel
Set alert for similar jobsAnalyst role in Bengaluru, India
Morgan Stanley Logo

Company

Morgan Stanley

Job Posted

3 days ago

Job Type

Full-time

WorkMode

On-site

Experience Level

0-2 Years

Category

Data & Analytics

Locations

Bengaluru, Karnataka, India

Qualification

Bachelor

Applicants

74 applicants

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