Institutional & Retail Client Billing - Investment Management - Associate / Senior Associate

Morgan Stanley UK

Boston, United States
Base: $80,000 - $115,000 py; bonus/equity: not spe...
On-site
Invoice calculation and distribution
Client account setup and maintenance
Accounts receivable monitoring and collections
The primary responsibility is to support end-to-end global billing operations, including invoice calculation and distribution, client account setup and maintenance, custodian fee uploads, and A/R monitoring and collections

Job Summary

  • The primary responsibility is to support end-to-end global billing operations, including invoice calculation and distribution, client account setup and maintenance, custodian fee uploads, and A/R monitoring and collections.
  • This individual will actively collaborate and manage relationships with client relationship team members, operations, IT, investment teams, legal and others globally while establishing best practices and maintaining and executing strong procedural controls, policies and documentation.
  • We are looking for creative thinkers that want to be challenged, want to dive into a process and propose solutions on how to improve processes.

Matching Summary

The primary responsibility is to support end-to-end global billing operations, including invoice calculation and distribution, client account setup and maintenance, custodian fee uploads, and A/R monitoring and collections.

Salary

Base: $80,000 - $115,000 per year; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Invoice calculation and distribution
  • Client account setup and maintenance
  • Accounts Receivable monitoring and collections
  • Collaboration with internal partners
  • Process improvement and issue resolution
  • Strong Excel skills

Nice-to-have

  • AI and machine learning skills
  • Data visualization skills
  • Experience with Tableau and/or PowerBI

Key Requirements

  • 3-7 years of experience
  • Undergraduate degree required
  • Accounting and/or finance preferred

Work Rights

Not specified

Tailored Resume

Cover Letter