The Asset Movement Team (AMT) Analyst will act as an extension of local branch management in the review and approval of incoming and outgoing money movement transactions.
The AMT Analyst’s will work with various systems to ensure the appropriate approval of each transaction.
AMT Analysts will partner with the Regional Leader and/or the Field Service Team Manager to resolve issues while processing requests.
They will abide by firm and industry rules to prevent fraud, protect client’s assets and follow client instructions.
Responsibilities:
Provide world class customer service.
Work closely with Morgan Stanley branch Personnel to review and approve money movement requests in a timely manner.
Work in a fast-paced environment with high quality standards
Communicate with Senior Management and Branch Personnel when needed
Work in a team setting using critical thinking skills and internal resources to resolve escalations
Apply risk approved policies to prevent client fraud
Keep current on SEC/FINRA, Compliance and Firm Policies for transaction-based requests
Work on projects and technology pilots when appointed
Other duties as assigned.
Requirement:
College preferred or equivalent experience
0-3 years of related experience
Ability to demonstrate success in previous roles
Basic clerical and administrative skills
Effective written and verbal communication skills
Excellent interpersonal and client service skills
Organizational skills, decision-making skills, attention to detail and excellent follow-up skills
Experience using Microsoft suite
Ability to learn new systems and troubleshoot technology issues in a timely manner
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