Morgan Stanley Hiring for Expense Associate at South Jordan, Utah Full Time

Position Summary:

Morgan Stanley seeks motivated and energetic people *to join the Expense Team as an associate. The Expense Associate will work closely and professionally *with all levels of field management to ensure expense activity has been appropriately reviewed and approved using various internal systems. The Expense Associate will report directly to the Regional *Expense 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.*

Duties and Responsibilities:

• Review and approve expense reimbursement requests
• Ability to work in a que and process a high volume of requests in a fast-paced environment
• 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
• Provide world-class customer service to both field facing and internal counterparts in all interactions
• 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 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

• 1 years of industry and/or contact center experience a plus and the desire to be part of the financial service industry

• Applicable experience or familiarity with expense reports preferred (Willing to train the right person)
• College degree preferred but not required
• Bi-Lingual (Spanish or Portuguese) a plus
• Strong computer skills including Microsoft Office Suite
• 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
• Team player with the ability to collaborate with others
• Self-motivated with ability to work in a fast-paced environment

Job: *Wealth Management

Title: *Expense Associate *

Location: Utah-South Jordan

Requisition ID: 3229727