Morgan Stanley

Associate - Onboarding Technical Specialist (Wealth Management)

Posted On

Aug. 30, 2024

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

Nov. 20, 2024

Job Description

Company Profile

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Introducing Morgan Stanley at Work:

We know a lot about investing and are certain there's no better investment a company can make than in its employees. People don't just drive a company; they are the company. So, when people work at their best, companies do too. Morgan Stanley at Work, a division of Morgan Stanley Wealth Management, provides workplace financial solutions that build employee financial confidence, foster loyalty and help our corporate clients attract and retain top talent. Our end-to-end offering spans Equity, Financial Wellness and Retirement Solutions. Plus, we provide all employees with Financial Empowerment, so they have the knowledge, tools and support needed to make the most of their workplace financial benefits.

What you'll be part of - our Morgan Stanley at Work culture:

At Morgan Stanley at Work, we walk the talk. We have created a place for our employees to learn, achieve and grow - a place for people to build a career where you can thrive both personally and professionally. We are passionate about exceeding our clients' expectations and helping them succeed. We are fearless in taking on new challenges that deliver exceptional results. We believe amazing things can happen when we work together in an environment where everybody has a true sense of belonging and their ideas are heard.

We value differences and are committed to providing a work environment where our people can do their best work. We look for people who are problem solvers, empathetic listeners, team players and inclusive leaders. We are committed to your growth and development, and your entire employee experience. We recognize that our people and culture are the keys to our success. We invite you to explore how you can be an integral part of our team.

Shared Services Project Manager Role:

The Project Manager role will play a pivotal role supporting our Chief Revenue Organization (CRO). The role is responsible for managing end-to-end projects for Relationship Managers (RM), Sales, and other initiatives supporting Morgan Stanley at Work.

The ideal candidate is technically proficient and possesses strong communication skills. They excel in building relationships with colleagues driving successful project outcomes and contributing to process enhancement. With a focus on adaptability and continuous improvement, the Project Manager thrives in a fast-paced environment and takes ownership of their responsibilities to ensure partner success and satisfaction. Shared Services Project Manager Responsibilities:

Support client Relationship Management team by delivering timely and accurate responses to requests for information.
Leverage internal procedures to engage with various internal stakeholders for timely response to Client Risk, Compliance and Security questionnaires to ensure completeness and accuracy.
Successful execution of review and analysis of participant fees set up in the stock plan platform against the client contract to ensure accuracy and mitigate risk.
Prepare an analysis of any discrepancies or gaps in processes with an action plan for remediation.
Engage with internal partners to effect changes on stock plan platform as required.
Assist the Relationship Management team with review and maintenance of corporate client Salesforce records to maintain accuracy.
Leverage internal procedures to perform contract/amendment review analysis and identify discrepancies where applicable.
Complete the semi-annual escheatment analysis to identify impacted corporate clients and their underlying participants for upcoming escheatment handling.
. Create and update slide decks based on research or established processes to assist our internal partners and clients.
Research internal or client queries, determine their impact, conduct root cause analysis, and provide necessary solutions.
Provide monthly and quarter end reporting, for actuals and forecasts.
Conduct research and review information, ensuring Salesforce is accurately updated as necessary.
Analyze and scrub data to provide insights for upcoming events. Work with raw data to synthesize information, driving key insights to support critical decision-making.
Ensure processes are consistently followed and evidence is properly captured in accordance with global requirements.
Engage internal stakeholders to raise awareness and request guidance on non-standard service requests.
Create analyses in a clear and concise manner; create presentations that outline findings and enable discussions and decisions.
Shared Services Project Manager Qualifications:

Bachelor's degree in business administration, finance, or a related field.
Minimum 1 year of experience in equity compensation administration or a related field.
Proficiency in software and web applications, including MS Office suite (Word, Excel, PowerPoint) and Salesforce, with a willingness to learn new tools as necessary.
Experience in customer service or client-facing roles, demonstrating the ability to understand and address client needs effectively.
Strong organizational skills with the ability to multitask and manage multiple projects simultaneously.
Excellent verbal and written communication skills in English.
Ability to work effectively in a team environment, collaborate with colleagues, and adapt to changing priorities.
Enthusiastic and adaptable individual comfortable with learning and working in a fast-paced environment.
EOE M/F/D/V Committed to Diversity

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.

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