Morgan Stanley

Analyst - Workflow Processing - Client Segments - Wealth Management

Posted On

April 23, 2025

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

May 14, 2025

Job Description

The Workflow Processing Associate (WPA) is responsible for the start to finish processing of all activity received through the Morgan Stanley Wealth Management Workflow management tool. This role involves utilizing various technologies to execute clients requests including ingesting paperwork, entering client requests, completing account updates and monitoring to completion.
These activities include, but are not limited to:

> Money movement
> Account applications & Adoption Agreements
> Account Maintenance
o Beneficiary Designations
o W-9
o Patriot Act documentation
o Power of Attorney
o Guardianship & Conservatorship
o Trusted Contact
> LAL & Margin agreements
> Transfer on Death
> Estates Checklist
> Trust account agreement and updates
> Templated client correspondence via email
> Shared Email Inbox management

In addition to the processing of workflow items the WPA will also utilize templated email requests to communicate with clients regarding missing or incorrect/incomplete information related to the completion of their work request. > 2+ years experience in Financial Services
> Ability to manage a high volume of requests in a fast-paced environment
> Ability to react to changing priorities and adapt accordingly
> Attention to detail
> Ability to effectively navigate firm systems for any workflow processing and client requests
> Ability to learn ancillary systems to ensure efficient handling of workflow tasks
> Risk recognition and mitigation, including ensuring a deep understanding of and adherence to all policies and procedures
> Strong written communication skills

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.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

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