Associate - Ops Billing

Associate - Ops Billing

Job Number:

3251081

POSTING DATE: Apr 25, 2024 PRIMARY LOCATION: Non-Japan Asia-India-India-Mumbai (MSA) JOB: Wealth Management EMPLOYMENT TYPE: Full Time JOB LEVEL: Associate

DESCRIPTION

Company Profile:

Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.

At Morgan Stanley India, we support the Firm’s global businesses, with critical presence across Institutional Securities, Wealth Management and Investment management, as well as in the Firm’s infrastructure functions of Technology, Operations, Finance, Risk Management, Legal and Corporate & Enterprise Services. Morgan Stanley has been rooted in India since 1993, with campuses in both Mumbai and Bengaluru. We empower our multi-faceted and talented teams to advance their careers and make a global impact on the business. For those who show passion and grit in their work, there’s ample opportunity to move across the businesses.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

Division Profile:

Corporate and Institutional Solutions (C&IS) is a division within Morgan Stanley Wealth Management comprised of Corporate & Digital Solutions, Morgan Stanley @ Work, Virtual Client Solutions, Reinvestment, and Strategic Client Management. The overall goal and vision of C&IS is to create a corporate experience and a consistent corporate employee (“participant”) experience and to engage them throughout their financial life journey that will ultimately lead to a furthering and deepening of their Morgan Stanley Wealth Management relationships.

Position Summary:

This individual will be an enthusiastic, outgoing individual who will be a member of the Shareworks Billing Operations team responsible for customer collections activities across several Solium and Morgan Stanley billing entities. Assist customers with resolution of disputes or variances on accounts.
Key Responsibilities: Key responsibilities will include but will not be limited to the following:

• For entities assigned perform collection activities for any customer balances past due.

• Maintain collection notes for all activities including email correspondence, payment commitments and escalation to AR Manager or customer Relationship Managers for assistance.

• Perform customer account investigation of payment applications. Communicate with clients to ensure records are aligned and as needed coordinate adjusting entries for refunds, journal entry adjustments between entities or different accounts where misapplications have occurred.

• Assist with customer communications for annual W9 forms, banking, and entity changes.

• Back up for daily management of AR@ central email for client communications; remittance details, requests for further information, completion of forms, sending of documents [banking details, ACH forms, W-9] or routing of question or disputes to team members across billing team for resolution. Ensure timely handling, escalation, or redirection of all requests.

• Other general duties supporting the teams such as special projects and system testing as assigned.

QUALIFICATIONS

Experience:

• Accounting diploma considered an asset.

• Two years’ experience in Accounts receivable and collections.

Required Skills:

• Proven customer service skills: ability to balance internal and external client requirements.

• Strong analytical and problem-solving skills.

• Strong attention to detail, aptitude for working with numerical information.

• Past success with effective time management and prioritization of tasks.

• Fast & accurate data entry skills.

• Demonstrated effectiveness with both oral and written communication.

• Demonstrated competency with common technology and technical concepts, including but not limited to email, internet, Excel and Word, Accounting Systems/ERP.

• Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities.

• Ability to work independently and in a team environment. Take accountability for all tasks assigned.

• A deep belief in team success, collaboration, and a willingness to adapt to continuous change.

Registration Required:

• None

EOE M/F/D/V Committed to Diversity

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents