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Operations Collection Associate - Wealth Management Associate
•30 days ago
| Hours | Full-time, Part-time |
|---|---|
| Location | new york, New York |
About this job
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.
Operations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the full potential of IT and e-solutions. Throughout, the Operations department continually seeks ways to improve while actively supporting the development of new businesses, structures and markets.
Wealth Management Operations
Global Wealth Management Operations provides brokerage, investment and financial services to hundreds of thousands of individual investors. We apply our expertise in serving institutional clients to create new opportunities for people to achieve their personal financial goals. Morgan Stanley has one of the largest retail brokerage networks, with numerous worldwide representatives and retail locations. Our services are tailored to each client's investment objectives, risk tolerance, and financial needs. Products include mutual funds, stocks, bonds, and alternative investments where appropriate, as well as banking, mortgages, insurance and annuities.
Candidate will contribute to the success of established annual collection goals and Credit department priorities. Identifies risk and exposure and creates new solutions, policies and procedures with management guidance. Leads self and supports the team toward reaching business goals. Is accountable for individual assignments and element of group results. Frequent interaction across all levels of the organization including Legal. Research transactions and create unsecured debit files. Frequent contact with internal/external clients to collect and recover open past due items. Experience with bank lending a plus as well.
Skills Required:
Good Excel, MS Word skills. Understanding of the accounting process, understanding of credits and debits.
Industry Experience: Preferred
Computer Literacy: Must be proficient in Microsoft Office
Skills Desired:
Candidate must be well organized, flexible, and willing to learn different aspects of our credit department. The candidate will be focused on collections but will support department reporting and processing
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.
Operations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the full potential of IT and e-solutions. Throughout, the Operations department continually seeks ways to improve while actively supporting the development of new businesses, structures and markets.
Wealth Management Operations
Global Wealth Management Operations provides brokerage, investment and financial services to hundreds of thousands of individual investors. We apply our expertise in serving institutional clients to create new opportunities for people to achieve their personal financial goals. Morgan Stanley has one of the largest retail brokerage networks, with numerous worldwide representatives and retail locations. Our services are tailored to each client's investment objectives, risk tolerance, and financial needs. Products include mutual funds, stocks, bonds, and alternative investments where appropriate, as well as banking, mortgages, insurance and annuities.
Candidate will contribute to the success of established annual collection goals and Credit department priorities. Identifies risk and exposure and creates new solutions, policies and procedures with management guidance. Leads self and supports the team toward reaching business goals. Is accountable for individual assignments and element of group results. Frequent interaction across all levels of the organization including Legal. Research transactions and create unsecured debit files. Frequent contact with internal/external clients to collect and recover open past due items. Experience with bank lending a plus as well.
Skills Required:
Good Excel, MS Word skills. Understanding of the accounting process, understanding of credits and debits.
Industry Experience: Preferred
Computer Literacy: Must be proficient in Microsoft Office
Skills Desired:
Candidate must be well organized, flexible, and willing to learn different aspects of our credit department. The candidate will be focused on collections but will support department reporting and processing