Correspondence Processor- Middle Office Analyst

Morgan Stanley•Sandy, UT

47d

About The Position

We're seeking someone to join our team as a Correspondence Processor in Middle Office to accurately and efficiently handle client communications and sensitive client documents within a fast paced financial environment. This is an Associate Professional position at the P2 job level within Core Services, which is responsible for performing and managing product-agnostic and centralized operational services across several businesses and products. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. Morgan Stanley Salt Lake has been rooted in the community since 1997 and supports the Firm's global Wealth Management, Operations and Technology divisions. With the recent acquisitions of ETRADE and Solium, Morgan Stanley super-charged its Wealth Management and Corporate and Institutional Solutions businesses to deliver a first-class experience for investors, traders and institutional clients and participants. Our talented teams have established strategic centers of excellence and earned multiple awards, including J.D. Power Customer Service Certification for more than 5 years. We proudly give back to local nonprofit organizations in Salt Lake by offering up our unique skillsets, thousands of volunteer hours and dedicated financial supp

Requirements

Ability to build trust and find innovative ways to improve teamwork, functions/processes and create a positive work environment
Understanding of business area supported, client requirements, and importance of not compromising control to comply with client requests
Culture carrier across Operations, embracing the Firm's core values
Experience in handling confidential client documentation and correspondence within a financial services environment
Proficiency in Microsoft Office Suite and familiarity with document management systems
At least 0-2 years' relevant experience would generally be expected to find the skills required for this role

Responsibilities

Open, scan, index, and client documents using electronic document management systems
Handle confidential information and Personally Identifiable Information (PII) with a high level of discretion
Respond to client requests with accuracy and speed, ensuring compliance with all policies and procedures
Follow escalation framework, taking responsibility for identifying, escalating and preventing issues
Raise issues, question others and offer solutions/ideas
Maintain and organize sensitive client documentation in accordance with firm policies and regulatory requirements
Collaborate with internal teams to resolve discrepancies and ensure seamless workflow execution
Review and verify the accuracy of incoming and outgoing correspondence for completeness, consistency, and compliance
Assist in the development and improvement of workflow models to enhance process efficiency
Provide training or guidance to new team members on procedures and system use as required
Utilize workflow automation tools such as PowerBI, Uipath Studio, or Alteryx to streamline processes when applicable