PWM Client Service and Operations Specialized Solutions Analyst
Morgan Stanley · mumbai, India
client serviceoperationsfinancial servicescompliancecontract managementproject managementcommunicationexcelpowerpointboth
Job Description
The PWM Client Service and Operations team focuses on providing a differentiated service experience for complex clients in Private Wealth Management. This role involves conducting operational tasks, improving processes, and managing client documentation while collaborating with various internal teams. The specialist will also support administrative contract growth and ensure compliance with policies.
Qualifications
Bachelor’s degree, Up to 3 years of relevant experience in the financial services industry
Skills Required
- client service
- operations
- financial services
- compliance
- contract management
- project management
- communication
- excel
- powerpoint
Location
City: mumbai · Country: India