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 critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Morgan Stanley seeks a professional to join the Expense Team as an associate. The Expense Associate will work closely with all levels of field management to ensure T&E expense activity submitted by field advisors and branch personnel, have been appropriately reviewed and approved using various internal systems. The Expense Associate will report directly to the Expense Approval Manager. The Expense Associate will interact with the field and internal personnel to resolve issues encountered during the expense review and approval process. Associates are responsible for understanding Firm policies and procedures to allow them to review expense activity accurately and efficiently.
Review and approve T&E expense reimbursement requests primarily for field advisors and branch personnel
Ability to review a high volume of detailed expense reimbursement requests in a fast-paced environment
Provide world-class customer service to both field facing and internal counterparts in all interactions
Ensure all expense requests are handled in a timely and accurate manner; if there are any issues, resolve / escalate on a case-by-case basis
Research and resolve problems and deficiencies in a timely manner
Apply Firm policies and procedures on expense review and approval activity
Proactively participate in available training and education programs to maintain current status on policies, procedures and risk awareness
Provide and receive feedback and suggestions on ways to improve processes that are in place
Apply critical thinking when making decisions on items to evaluate risk and client experience
Other duties and responsibilities as needed
Qualifications - External
Bachelor’s degree or equivalent education experience preferred, or applicable experience in lieu of education will be considered
2+ years of industry experience preferred or desire to be part of the financial service industry desired
Desire to obtain financial licensing, specifically Series 7, 66
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
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
