Company Profile:

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley Wealth Management (MSWM) has over $7 trillion under management and is one of the world’s largest networks of Financial Advisors. The Digital Solutions group within MSWM is responsible for transformational platform strategies that provide better tools for our Financial Advisors, support staff, and our clients.

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:

The Wealth Management Platforms organization manages digital platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly.

Position Summary:

The Expense Analyst will work closely with all levels of field management to ensure Travel & Entertainment (T&E) expense activity submitted by field advisors and branch personnel, have been appropriately reviewed and approved using various internal systems. The Expense Analyst will report directly to the Field Service Team Manager. The Expense Analyst will interact with the field and internal personnel to resolve issues encountered during the expense review and approval process. Analysts are responsible for understanding Firm policies and procedures to allow them to review expense activity accurately and efficiently.

JOB DESCRIPTION

Duties and Responsibilities:

•Review and approve T&E expense reimbursement requests primarily for field advisors and branch personnel
•Ability to review a high volume of detailed expense reimbursement requests in a fast-paced environment
•Provide world-class customer service to both field facing and internal counterparts in all interactions
•Ensure all expense requests are handled in a timely and accurate manner; if there are any issues, resolve / escalate on a case-by-case basis
•Research and resolve problems and deficiencies in a timely manner
•Apply Firm policies and procedures on expense review and approval activity
•Proactively participate in available training and education programs to maintain current on policies, procedures and risk awareness
•Provide and receive feedback and suggestions on ways to improve processes that are in place
•Apply critical thinking when making decisions on items to evaluate risk and client experience
•Other duties and responsibilities as needed

Qualifications:

•Bachelor’s degree or equivalent education experience preferred
•3-5 years of relevant work experience
•Excellent interpersonal and client service skills
•Effective written and verbal communication skills
•Strong attention to detail and excellent judgement
•Exceptional organization and follow-up skills
•Ability to prioritize and multi-task
•Ability to research and resolve problems and service inquiries and escalate issues where appropriate
•Strong computer skills including Microsoft Office Suite
•Team player with the ability to collaborate with others
•Self-motivated with ability to work in a fast-paced environment

"Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise 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".