Morgan Stanley

Associate - Documentation Specialist- US Banks (Wealth Management)

Posted On

March 7, 2025

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

March 26, 2025

Job Description

About Us
Morgan Stanley (MS) is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Asset Management. The WM network includes almost 16,000 Financial Advisors and Private Wealth Advisors - one of the world's largest networks of Financial Advisors (FAs). MS has expanded its suite of world-class banking and lending products exclusively for FAs and their clients. In addition to our comprehensive financial services, which include brokerage, investment advisory, financial and wealth planning, annuities, insurance and retirement, Morgan Stanley has enhanced its lending, mortgage, cash management and deposit capabilities.

Division Profile
Our U.S. bank subsidiaries, Morgan Stanley Bank N.A. (MSBNA), Morgan Stanley Private Bank, National Association (MSPBNA), collectively, (the U.S. Banks) accept deposits, provide loans to a variety of customers, including large corporate and institutional clients as well as high to ultra-high net worth individuals. Lending activity recorded in the U.S. Banks from the Institutional Securities business segment primarily includes Secured lending facilities and Commercial real estate loans. Lending activity recorded in the U.S. Bank Subsidiaries from the Wealth Management business segment primarily includes Securities-based lending, which allows clients to borrow money against the value of qualifying securities.

Responsibilities:
The High Net-Worth Lending (HNWL) Documentation Specialist will be responsible for reviewing and delivering document packages to clients for the establishment of credit facilities.

> Leverage internal systems to prepare and assemble DocuSign/eSign envelopes for loan documentation, ensuring accuracy and timely delivery while collaborating with internal teams as needed.
> Oversee electronic signature workflows, serving as a key point of coordination, maintaining a high standard of professionalism and attention to detail in all client-facing deliverables.
> Conduct thorough reviews of documents to ensure compliance with internal policies, legal standards, and client requirements prior to distribution.
> Actively monitor the electronic signature process, troubleshooting and resolving any issues to ensure seamless client experiences.
> Collaborate with stakeholders across operations, and relationship management teams to optimize documentation processes and align with best practices.
> Develop procedures and oversight processes to ensure visibility into quality, accuracy and timeliness of overall process.
> Contribute to ongoing process improvement initiatives, identifying opportunities to enhance operational efficiency and streamline the documentation process. Qualifications/Skills required:
> 3-6 years of professional experience, preferably in operations and/or financial services.
> Bachelor's degree in finance.
> Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, and lending.
> Proficiency with MS Office, Adobe, and internal applications, with the ability to learn new tools quickly.
> Exceptional attention to detail, strong organizational skills, and ability to prioritize tasks effectively.
> Strong time management skills, adaptability, and a team-oriented mindset.
> Ability to thrive in a fast-paced and evolving environment.

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 ethics. Morgan Stanley can provide a superior foundation for building a professional career, a place for people to learn, achieve, and grow. A philosophy that balances personal lifestyles, perspectives, and needs is an important part of our culture.

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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