Job Description:
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is essential to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a best-in-class foundation for building a professional career – a place for people to learn, to achieve, contribute and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Department Overview:
Working closely with our branch offices across the United States, the Service Review Unit conducts daily review and approvals of asset movement, new account, account modification, and expense management requests. We serve as a central utility to provide lift for our local branch management teams. We maintain a healthy balance of servicing the Client, while adhering to written policies and procedures to protect the Client, and the Firm. We strive to follow the core values of Putting Clients First, Leading with Exceptional Ideas, Doing the Right Thing, Giving Back, and Committing to Diversity and Inclusion.
Position Summary:
Morgan Stanley seeks qualified candidates to join the Expense Team, reviewing and approving Travel & Entertainment expense reports for our field partners. The Expense Associate will work closely with our field partners to ensure T&E expense activity has been appropriately reviewed and approved to policy. The Expense Associate will report directly to their respective Expense Approval Manager. The Expense Associate will interact with the field and the Expense Team to resolve issues encountered during the expense review and approval process.
Duties and Responsibilities:
• Review and approve T&E expense reports timely and accurately to both policy and firm procedure
• Provide world-class customer service to both field facing and internal counterparts in all interactions
• Research and resolve problems and deficiencies in a timely manner
• Ability to handle a high volume of requests in a fast-paced environment
• Proactively participate in all training and education programs to maintain current status on policies, procedures and risk awareness
• Apply critical thinking when making decisions on items to evaluate risk and client experience
• Other duties and responsibilities as needed
QUALIFICATIONS:
• Industry or applicable experience preferred, specifically with expense reports or travel & entertainment
Experience working with policy/procedures helpful
Knowledge and Skills:
Excellent interpersonal and client service skills
• Effective written and verbal communication skills
• Strong attention to detail and excellent judgement
• Exceptional organization and follow-up skills
• Ability to prioritize and multi-task
• Ability to research and resolve problems and service inquiries and escalate issues where appropriate
• Strong computer skills including Microsoft Office Suite
• Team player with the ability to collaborate with others
• Self-motivated with ability to work in a fast-paced environment
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