Service Review Unit Associate

Job description

Morgan Stanley seeks a professional to join the SRU as part of Wealth Management (Service Review Unit) as an SRU Associate. The SRU Associate will act as an extension of local branch management in the review and approval of both incoming and outgoing Expense Reimbursement requests and/or money/asset movement transactions. The SRU Associate will work with various systems to ensure the appropriate action of each transaction is taking place and aligned to MS Wealth Management policies and procedures. The SRU Associate will partner with their direct manager, Senior Associates, and/or Field Management to resolve issues while processing requests. They will abide by firm, department, and industry policies and procedures to prevent fraud, audit risks, uphold Morgan Stanley’s policies, protect client’s assets, and follow client instructions. RESPONSIBILITIES: Process expense and/or asset movement transactions daily in a que-based environment with a high-quality standard and meeting or exceeding expected production standards Provide world class customer service: Work closely with Morgan Stanley branch employees, management, and/or other senior associates to make informed processing decisions...