Morgan Stanley Recruitment Drive; Hiring Analyst – Apply Now

Freshers Job Openings in Morgan Stanley 2025!!!

Morgan Stanley announced job vacancy for the post of Analyst - Workflow Processing (Wealth Management). The place of posting will be at Mumbai. Candidates who have completed Graduate with Fresher / Experience are eligible to apply. More details about qualifications, job description and roles & responsibilities are as follows

Name of the Company	Morgan Stanley
Required Qualifications	Graduate
Skills	Communication & Finance
Job Posted On	17.03.2025
Work Type	Onsite

The Workflow Processing Analyst (WPA) is responsible for the start to finish processing of all activity received through the Morgan Stanley Wealth Management Workflow management tool. This role involves utilizing various technologies to execute clients requests including ingesting paperwork, entering client requests, completing account updates and monitoring to completion.

Θ Positions: Analyst - Workflow Processing (Wealth Management)

Θ Job Location: Mumbai

Θ Salary: As per company Norms

Θ Job Type: Full Time / Part Time

Θ Requisition ID: PT-JR004274

Required Skills & Qualifications:

• Graduate
• 0 - 2 years experience within Financial Services
• Ability to manage a high volume of requests in a fast-paced environment
• Ability to react to changing priorities and adapt accordingly
• Attention to detail
• Ability to effectively navigate firm systems for any workflow processing and client requests
• Ability to learn ancillary systems to ensure efficient handling of workflow tasks
• Risk recognition and mitigation, including ensuring a deep understanding of and adherence to all policies and procedures
• Strong written communication skills

Roles & Responsibilities:

• Money movement
• Account applications & Adoption Agreements
• Account Maintenance
• Beneficiary Designations
• W-9
• Patriot Act documentation
• Power of Attorney
• Guardianship & Conservatorship
• Trusted Contact
• LAL & Margin agreements
• Transfer on Death
• Estates Checklist
• Trust account agreement and updates
• Templated client correspondence via email
• Shared Email Inbox management

 

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