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Wealth Management Operations Associate

Morgan Stanley · mumbai, India
customer servicefinancial analysisalternative investmentsclient relationsprocess improvementboth

Job Description

Join Morgan Stanley as an Associate in Wealth Management Operations, providing support to Financial Advisors regarding Alternative Investment transactions. Responsibilities include managing inquiries, ensuring accurate responses, and contributing to process improvements. This role requires strong client service skills and the ability to work collaboratively within the team.

Qualifications

Bachelor's degree preferred; experience in customer service and familiarity with the financial industry.

Skills Required

  • customer service
  • financial analysis
  • alternative investments
  • client relations
  • process improvement

Location

City: mumbai · Country: India