Service Review Unit Associate

Morgan Stanley UK

Columbus, United States
Process expense and asset movement transactions
Adhere to firm policies and procedures
Prevent fraud and audit risks
The SRU Associate will act as an extension of local branch management in the review and approval of both incoming and outgoing Expense Reimbursement requests and/or money/asset movement transactions

Job Summary

  • The SRU Associate will act as an extension of local branch management in the review and approval of both incoming and outgoing Expense Reimbursement requests and/or money/asset movement transactions.
  • They will abide by firm, department, and industry policies and procedures to prevent fraud, audit risks, uphold Morgan Stanley’s policies, protect client’s assets, and follow client instructions.
  • Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence.

Matching Summary

The SRU Associate will act as an extension of local branch management in the review and approval of both incoming and outgoing Expense Reimbursement requests and/or money/asset movement transactions.

Skills & Requirements

Must-have

  • Process expense and asset movement transactions
  • Adhere to firm policies and procedures
  • Prevent fraud and audit risks
  • Uphold Morgan Stanley policies
  • Protect client assets

Nice-to-have

  • World class customer service
  • Critical thinking skills
  • Collaborative team environment
  • Commitment to diversity and inclusion

Key Requirements

  • College preferred or equivalent experience
  • High attention to detail
  • Basic clerical and administrative skills
  • Effective written and verbal communication
  • Excellent interpersonal and client service skills
  • Organizational skills
  • Decision making skills
  • Excellent follow up skills
  • Experience using Microsoft suite

Work Rights

Not specified

Tailored Resume

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