Workflow Processing Analyst - Wealth Management

Hiredas

Location: Mumbai, Maharashtra, India

Category: Finance

Salary: 400,000 - 600,000 INR / yearly

Full-time

Job Description

The Workflow Processing Analyst (WPA) is responsible for the start to finish processing of all activity received through the Wealth Management Workflow management tool at Morgan Stanley.

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

Qualifications

0 - 2 years experience within Financial Services
Ability to manage a high volume of requests in a fast-paced environment
Attention to detail
Strong written communication skills

Perks & Benefits

Comprehensive employee benefits, Opportunities for growth and development, Supportive and inclusive work environment

Why Join Us?

At Morgan Stanley, you will find trusted colleagues, committed mentors, and a culture that values diverse perspectives and individual intellect.