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Morgan Stanley
Operations Analyst (Client Relations Group) - ParametricMorgan Stanley • Seattle, WA, United States
Operations Analyst (Client Relations Group) - Parametric

Operations Analyst (Client Relations Group) - Parametric

Morgan Stanley • Seattle, WA, United States
30+ days ago
Job type
  • Full-time
Job description

Operations Analyst

The Operations Analyst role is a great opportunity for individuals interested in a career in financial operations, whether you are just starting out or looking to continue to grow. These positions are a part of our Client Relations Group (CRG) teams supporting key Client operational processes such as, Onboarding, Oversight, Billing, New Account and Client Activities. The role offers broad exposure to the operational side of investment management and provides a solid foundation for future growth within financial operations and the industry in general. It's well-suited for someone who is detail-oriented, eager to learn, has good problem-solving skills and the ability to identify processes that may be improved.

Opportunities in multiple locations - Seattle, Boston, & Alpharetta - across various teams, including:

  • Client Activities
  • New Account Activities
  • Onboarding
  • Oversight
  • Billing

Responsibilities:

  • 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, escalating to team leaders when appropriate
  • Communicate with internal and external contacts regularly to resolve issues, discuss improvements, convey status and confirm closure
  • Identify areas for improvement and implement agreed upon solutions to support the desired environment of continuous improvement
  • Complete assigned activities, cross-train when time allows, become a subject matter expert in your area
  • Ensure accurate documentation that demonstrates adherence to policies and procedures
  • Participate in opportunities for Ad-hoc project work to further learning, competency and career

Job Requirements:

  • Bachelor's degree in finance, Accounting, Economics, or a related field preferred; relevant work experience may be considered in lieu of a degree.
  • Experience working with Microsoft Office Suite, with strong proficiency in Excel.
  • Ability to manage high volumes of data under tight deadlines.
  • Strong organizational and time management skills
  • Detail-oriented and process driven with a strong focus on accuracy
  • Critical thinking, analytical, and problem-solving skills
  • Effective verbal and written communication skills
  • Self-motivated with the ability to work independently and collaborate within a team environment.
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Operations Analyst (Client Relations Group) - Parametric • Seattle, WA, United States

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