Morgan Stanley

Analyst - Expense Management - Field Service - Wealth Management

Posted On

Dec. 20, 2024

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

Jan. 29, 2025

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's degree or equivalent education experience preferred, or applicable experience in lieu of education will be considered. Excellent interpersonal and client service skills
> 0-2.5 yrs of experience. 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.

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