Morgan Stanley Work Values

Daily Duties at Morgan Stanley:

Administered a $4.5M budget and directed the daily functions for a department comprised of 100 personnel. Directed mission-critical customer service call center and operations responsibilities including account services, scanning and document control, processing, account surveillance, and fraud. Provided strategic guidance to streamline activities of 13 direct reports while concurrently ensuring the attainment of organizational goals and performance objectives. Forged and sustained relationships with both internal and external clients.  Workflow Automation: Served as key contributor in the implementation of a piloted, automated workflow distribution system that enabled scanning at the branch level; the system eradicated mailing costs and truncated turnaround time of document reviews and approvals.  System Implementation: Championed the design, implementation, and oversight of new workflow and imaging systems including Kofax and FileNet.  Regulatory Compliance: Achieved full compliance with the USA Patriot Act through the establishment of the Account Surveillance and Fraud Department from its inception to full functionality.  Operational Efficiency: Spearheaded the implementation of ChoicePoint, a paperless, web-based processing and record keeping system; the new system replaced a paper-intensive, non-sustainable validation process.

What they like about Morgan Stanley:

You highly value a work environment built on a formal structure, rules, and regulations. You do not enjoy the unpredictability of shifting priorities and deadlines that upset your routine. You require and enjoy direction, input and accountability as part of your work environment. You have a strong need to participate in making key decisions and feel left out if your superiors or co-workers do not seek your input when making decisions. You thrive on providing good customer service to both internal or external customers, and doing so makes you feel good.

Tags

FileNet, Financial, Financial Services, Services, Automation, Distribution, Fraud, System Implementation, Call Center, Data Conversion, Customer Service, Account Service, Document Imaging, Commissions, Mutual Fund, Operations, Annuity, Brokerage, Advisory, New Accounts

Skills

Customer Service, Call Center, Operations, People Management, Account Services, Workflow, Document Imaging, Cash Processing, Advisory Billing, Licensing and Registration, Risk

These are some of the questions we asked our climbers about their experiences with Morgan Stanley: