Client Service Billing - Investment Management - Analyst

Morgan Stanley

Base: $60,000 - $90,000 pyr; bonus/equity: eligibl...
Advanced excel skills including pivot tables
Strong verbal and written communication
Experience in financial services industry
The role supports multiple phases of the client billing lifecycle with a primary focus on inquiries, fee setup, and accounts receivable

Job Summary

  • The role supports multiple phases of the client billing lifecycle with a primary focus on inquiries, fee setup, and accounts receivable.
  • Morgan Stanley offers a superior foundation for building a professional career with comprehensive benefits including medical, dental, vision, and 401(k).
  • Candidates will partner closely with internal business teams to ensure accurate billing, timely issue resolution, and a high-quality client experience.

Matching Summary

The role supports multiple phases of the client billing lifecycle with a primary focus on inquiries, fee setup, and accounts receivable.

Salary

Base: $60,000 - $90,000 /Yr; Bonus/Equity: Eligible for annual discretionary incentive compensation award; Benefits: Full spectrum including Medical, Dental, Vision, 401(k), Paid Time Off

Skills & Requirements

Must-have

  • Advanced Excel skills including pivot tables
  • Strong verbal and written communication
  • Experience in financial services industry

Nice-to-have

  • Ability to work independently on projects
  • Proven ability to prioritize competing demands
  • Understanding of Parametric data transfer logic

Key Requirements

  • Undergraduate degree required
  • One to three years relevant finance experience
  • Accounting or finance preferred

Work Rights

Not specified

Tailored Resume

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