Morgan Stanley

Associate - Voice of the Field Feedback Analysis & Reporting (Wealth Management) : Job Level - Associate

Posted On

Feb. 14, 2025

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

March 12, 2025

Job Description

DESCRIPTION
This position will report within the Field Service - Field Feedback & Engagement Management group. The candidate will be responsible for supporting feedback that is received from Morgan Stanley branch offices and business partners. The position will require coordination and collaboration across Wealth Management business areas. The candidate will manage the feedback data to support business partner outreach, quality checks, data analysis (e.g., tracking, trends, opportunities, etc.) and reporting requirements (standing and ad-hoc reports) and the creation of power-point decks for meetings.

Responsibilities

> Develop and maintain open case tracking reports (cases that are unclaimed and exceed stated SLA)
> Manage the business partner outreach process for unclaimed feedback cases and cases that exceed SLAs
> Ensure responses received from business partners adhere to best practice standards set forth by the program
> Create data analysis reporting to assist with metrics reporting, management reports, identifying trends & opportunities and support of ad-hoc requests
> Support the creation of power-point presentations for management and business partner meetings.
> Provide additional support for ad-hoc projects which may fall within the Field Operations organization. Voice of the Field Feedback Analysis & Reporting Analyst

DESCRIPTION
This position will report within the Field Service - Field Feedback & Engagement Management group. The candidate will be responsible for supporting feedback that is received from Morgan Stanley branch offices and business partners. The position will require coordination and collaboration across Wealth Management business areas. The candidate will manage the feedback data to support business partner outreach, quality checks, data analysis (e.g., tracking, trends, opportunities, etc.) and reporting requirements (standing and ad-hoc reports) and the creation of power-point decks for meetings.

Responsibilities

> Develop and maintain open case tracking reports (cases that are unclaimed and exceed stated SLA)
> Manage the business partner outreach process for unclaimed feedback cases and cases that exceed SLAs
> Ensure responses received from business partners adhere to best practice standards set forth by the program
> Create data analysis reporting to assist with metrics reporting, management reports, identifying trends & opportunities and support of ad-hoc requests
> Support the creation of power-point presentations for management and business partner meetings.
> Provide additional support for ad-hoc projects which may fall within the Field Operations organization.

Skills Required

> Strong sense of ownership and accountability for work
> Strong analytical skills with experience in data management and reporting
> Strong project management and organizational skills with the ability to prioritize
> Strong attention to detail and excellent follow up skills
> Strong proficiency with Microsoft PowerPoint and Excel
> Possess strong written and verbal communication skills
> BA or BS preferred, but not required

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 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.

We're committed to bringing passion and customer focus to the business.

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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