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Morgan Stanleyposted 18 days ago
$60,000 - $90,000/Yr
Full-time • Entry Level
Hybrid • Seattle, WA
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Resume Match Score

About the position

As part of the Billing Solutions team, the Operations Analyst is responsible for ensuring the timely and accurate completion of responsibilities set out below. Creating a Follow the Sun model between locations will require close collaboration and clear hand-offs to ensure service and operations excellence. Work closely on a set list of standard and ad hoc tasks that need to be performed during non-US market hours, and then provide a status report at local end of day. This role may continue to take on additional responsibilities over time, as opportunities and benefits are identified.

Responsibilities

  • Understand billing attributes and client relationships that drive revenue accrual and client invoicing
  • Review of new accounts, changed accounts, and terminated accounts
  • Audit changes to pricing agreements by clients when revenue accrual and invoicing is impacted
  • Ensure thorough and accurate record keeping/maintenance of client records and files
  • Maintain metrics and data
  • Ad-hoc and project work as needs arise
  • Work with internal and external stakeholders and other key points of contact in a professional manner
  • Research and resolve issues quickly and with a sense of urgency and accuracy
  • Communicate with internal and external contacts regularly to resolve issues, confirm information, provide status updates or information, among others

Requirements

  • Bachelor's Degree (4-year degree) w/ concentration in Finance or Accounting or related area of study
  • Prior work experience preferred, but not required
  • Familiarity with MS Office and the ability to learn additional internal/ external software programs
  • Relationship-building skills and ability to thrive in team environment
  • Ability to work independently and self-manage high volumes of data with tight deadlines
  • Strong attention to detail & highly process oriented
  • Strong problem solving and analytical skills
  • Ability to work independently under tight deadlines
  • Excellent written and verbal communication skills
  • Experience working in financial services or billing a plus

Benefits

  • Medical
  • Prescription Drug
  • Dental
  • Vision
  • Health Savings Account
  • Dependent Day Care Savings Account
  • Life Insurance
  • Disability and Other Insurance Plans
  • Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)
  • 10 Paid Holidays
  • 401(k)
  • Short/Long Term Disability
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