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Operations Analyst (Client Relations Group) - Parametric

Remote · USA Full-time New today

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking and asset management services. The Operations Analyst role within the Client Relations Group offers an opportunity to support key client operational processes, ensuring timely and efficient execution of onboarding, oversight, billing, and account activities.

Responsibilities

  • Work with internal and external stakeholders and other key points of contact in a professional manner
  • Research and resolve issues quickly and with a sense of urgency and accuracy, escalating to team leaders when appropriate
  • Communicate with internal and external contacts regularly to resolve issues, discuss improvements, convey status and confirm closure
  • Identify areas for improvement and implement agreed upon solutions to support the desired environment of continuous improvement
  • Complete assigned activities, cross-train when time allows, become a subject matter expert in your area
  • Ensure accurate documentation that demonstrates adherence to policies and procedures
  • Participate in opportunities for Ad-hoc project work to further learning, competency and career

Skills

  • Bachelor's degree in finance, Accounting, Economics, or a related field preferred; relevant work experience may be considered in lieu of a degree
  • Experience working with Microsoft Office Suite, with strong proficiency in Excel
  • Ability to manage high volumes of data under tight deadlines
  • Strong organizational and time management skills
  • Detail-oriented and process driven with a strong focus on accuracy
  • Critical thinking, analytical, and problem-solving skills
  • Effective verbal and written communication skills
  • Self-motivated with the ability to work independently and collaborate within a team environment

Benefits

  • Annual discretionary incentive compensation award
  • Eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component
  • Medical
  • Prescription Drug
  • Dental
  • Vision
  • Health Savings Account
  • Dependent Day Care Savings Account
  • Life Insurance
  • Disability and Other Insurance Plans
  • Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)
  • 10 Paid Holidays
  • 401(k)
  • Short/Long Term Disability
  • Other special perks reserved for our employees
  • Commission earnings
  • Incentive compensation
  • Discretionary bonuses
  • Other short and long-term incentive packages
  • Other Morgan Stanley sponsored benefit programs

Company Overview

  • Morgan Stanley is a financial services company that offers securities, asset management, and credit services. It was founded in 1935, and is headquartered in New York, New York, USA, with a workforce of 10001+ employees. Its website is http://www.morganstanley.com.
  • Company H1B Sponsorship

  • Morgan Stanley has a track record of offering H1B sponsorships, with 21 in 2026, 220 in 2025, 190 in 2024, 173 in 2023, 153 in 2022, 165 in 2021, 173 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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