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Morgan Stanley

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3.7

based on 1.4k Reviews

124 Morgan Stanley Jobs

Associate - Project Specialist - KYC (Wealth Management)

Morgan Stanley Advantage Services Pvt. Ltd.

3.7

based on 1.4k Reviews

2-3 years

Mumbai

1 vacancy

Associate - Project Specialist - KYC (Wealth Management)

Morgan Stanley

posted 19hr ago

Job Role Insights

Flexible timing

Key skills for the job

Salesforce Investment Banking Corporate Air Ticketing Wealth Management Financial Services

+ 4 more

Job Description

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. The role is responsible for assisting the US-based KYC team with day-to-day activities related to the program.

Responsibilities Include
> Monitor ticketing system dashboards for outstanding KYC outreach requests to customers, email reminders to customers using pre-set templates, and update tickets accordingly
> Contact account owners when customers are not responding to KYC outreach after a designated time period and/or specified number of reminders are sent and request account owners follow up with customer for action or confirm KYC is no longer required (e.g., lost sales opportunity)
> Prepare regular status reports per specific instructions provided by the onshore KYC team
> Collect documentation required to validate entities per specific instructions provided by the onshore KYC team
> Monitor outstanding KYC overrides for case completion and flag for action to the onshore KYC team per specific instructions
> Assist with ad hoc data reconciliation or clean-up as requested

Knowledge, Skills, and Abilities
> Technically proficient 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 and ability to manage high-volume tasks
> Thrives in a fast-paced environment and takes ownership of their responsibilities to ensure partner success and satisfaction

Experience
> 2-3 years experience supporting corporate business processes/programs
> Experience with risk or compliance a plus
> Hands-on knowledge of Salesforce, JIRA, Workflow, and MS Excel preferred

Education
> Bachelors/MBA degree or equivalent work experience

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise 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

Employment Type: Full Time, Permanent

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