Client Service Billing - Investment Management - Analyst

Morgan Stanley UK

Base: $60,000 - $90,000 pyr; bonus/equity: eligibl...
**
Advanced excel skills including pivot tables
Experience in financial services client service
Strong analytical and problem-solving abilities
** Morgan Stanley UK is seeking a Client Service Billing Analyst to support the billing lifecycle within its Investment Management division. The role involves managing client inquiries, ensuring accurate billing, and collaborating with internal teams to enhance client experiences. **

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).
  • Employees partner closely with internal business teams to ensure accurate billing, timely issue resolution, and a high-quality client experience.

Matching Summary

Match Score: 75

** Morgan Stanley UK is seeking a Client Service Billing Analyst to support the billing lifecycle within its Investment Management division. The role involves managing client inquiries, ensuring accurate billing, and collaborating with internal teams to enhance client experiences. **

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
  • Experience in financial services client service
  • Strong analytical and problem-solving abilities
  • Ability to manage large volumes of data

Nice-to-have

  • Understanding of Parametric Billing Solutions
  • Knowledge of ETL logic and data transfer
  • Proven ability to work independently
  • Strong verbal and written communication

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter