Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. 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 ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Within the Wealth Management Client Segment division, the CSR BCU Centralized Team is a shared resource across Client Segments. The Team is looking for a dynamic individual contributor to support the Morgan Stanley at Work global Know Your Customer (KYC) program for corporate clients. As part of the US-based KYC Support team, the role helps to lead both day-to-day activities and longer-term projects/initiatives related to the program.
This position requires an in-office work schedule based in one of the following Morgan Stanley at Work locations: Alpharetta, GA, Salt Lake City, UT, Tempe, AZ, Baltimore, MD, or Purchase, NY.
Responsibilities Include
·Supports the management and oversight of theMorgan Stanley at Work global Know Your Customer (KYC) program
·Assists with KYC case management, including close collaboration with partner teams, outreach to customers, escalations, high-risk case tracking, and trouble-shooting
·Actively leads projects/initiatives such as KYC new product onboarding and customer remediation, corporate and participant sanctions, exception approvals, region-specific initiatives,customer and internal partner communications and training, audits/risk remediation, and reporting/data reconciliation
·Generates regular case tracking reports for various stakeholders and assists with data reconciliation and other data management tasks
·Identifies potential risk exposure, investigates issues, proposes solutions, and resolves matters across multiple collaborators
·Proposes new or enhanced program processes, develops process documentation, and rolls out to partner teams
·Provides ongoing metrics measurement to validate expected performance and identify new issues to remediate
·Provides general customer support to external and internal parties and cross-covers for other team members
·Works closely with multiple stakeholders and partners across the Firm to ensure strong, collaborative relationships
Knowledge, Skills, and Abilities
·Technically proficient in and comfortable learning new programs/systems
·Possesses strong verbal and written communication skills
·Excels in building relationships with colleagues driving successful outcomes and contributing to process consistency and accuracy
·Strong attention to detail, ability to manage high-volume tasks, and high degree of success in carrying projects/initiatives to completion
·Critical thinker with highly analytical and problem-solving capabilities
·Thrives in a fast-paced environment and takes ownership of their responsibilities to ensure partner success and satisfaction
Experience
·5-7 years' experience supporting corporate business processes/programs
·Strong experience with MS Excel/MS Office applications
·Hands-on knowledge of Salesforce, JIRA, and Workflow preferred
·Experience with risk or compliance a plus
Education
Bachelor's/MBA degree or equivalent work experience
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).
Expected base pay rates for the role will be between 85,000 and 135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.