Expense Management, Client Segments, Analyst, Wealth Management

About Us:

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.

Business Overview:

Morgan Stanley seeks a professional to join the Expense Team as an analyst, reviewing and approving expense reports submitted by Morgan Stanley Employees. The Expense Analyst 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 Analyst will report directly to the Expense Approval Manager. The Expense Analyst will interact with the field and internal personnel to resolve issues encountered during the expense review and approval process. Expense analysts are responsible for understanding Firm policies and procedures to allow them to review expense activity accurately and efficiently.

Responsibilities:

• Review and approve employee T&E expense reimbursement requests.
• Ability to review a high volume of detailed expense reimbursement requests meeting/exceeding monthly expectations for production and quality 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:

• Bachelor’s degree or equivalent education experience preferred, or applicable work experience in lieu of education will be considered.
• 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.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-officesinto your browser.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.