Client Reporting Associate

Sorry, this job was removed at 05:10 p.m. (CST) on Wednesday, Aug 21, 2024
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Columbus, OH
1-3 Years Experience
Fintech • Financial Services
The Role

We're seeking someone to join our team as a Client Reporting Associate in Operations to interface with business partners within and outside of Client Reporting and is expected to establish and foster successful working relationships with multiple key partners from Operations, Technology, Legal, Compliance, Risk and Vendor Management.

In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships.

This is an Associate level position level position within Product Support and Services which provides transaction support and manage post execution processes.

Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.

At Morgan Stanley Columbus, we support the Firm's global Wealth Management, Private Banking, Operations and Technology divisions. Morgan Stanley has been rooted in the Columbus community since 2003. We offer best-in-class centers of excellence to support our clients with various call centers achieving J.D. Power certification since 2018. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. There's ample opportunity for innovation, deep learning, and career progression for those who show passion and grit in their work. And we proudly give back to local nonprofit organizations in the Columbus community by offering up our unique skillsets, thousands of volunteer hours and dedicated financial support.

Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on

What you'll do in the role:

- Execute processes/functions and/or support process management and project efforts, leveraging knowledge of the systems, markets and instruments that influence the team

- Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements

- Build relationships within team and internal stakeholders, sharing knowledge to contribute to team output

- Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution

- Daily oversight of department process including reconciliations, reviewing output quality, monitoring of vendor production and escalation of issues as encountered.

- Maintenance of procedures and retention of documents used in performing daily responsibilities

#LI-AC1

Qualifications:

What you'll bring to the role:

- Ability to establish clear goals and priorities, and address non-standard issues within area of expertise with minimal guidance and supervision

- Subject matter expertise in business area supported, client requirements, and ability to ensure control is not compromised to comply with client request

- Culture carrier across Operations, embracing the Firm's core value

- Availability to work during some weekends/holidays for periodic major releases or month-end processing

- At least 2 years' relevant experience would generally be expected to find the skills required for this role

- Developed analytical thinking and problem solving skill

- Openness and flexibility to tackle quickly changing prioritie

Role is Hybrid and will require in office attendance 3 days/week.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). #LI-AC1

The Company
HQ: New York, NY
87,899 Employees
On-site Workplace

What We Do

Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients.

Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its 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 its more than 60,000 employees in 1,200 offices across 41 countries.

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