Principal Reviewer Team, Professional

Position Summary: 
We are looking for dedicated and detail-oriented Specialists to join our Principal Reviewer Team. In this role, you will collaborate with all levels of Emerging Wealth Services (EWS) Teams to ensure the efficient and compliant processing of disbursements and other transaction types. As a Specialist, you will report directly to a Team Manager and play a crucial role in maintaining the integrity and accuracy of our processes..  

Department: Emerging Wealth Services (EWS)

Levels: 2 to 3
  
Minimum Qualifications: 
•    FINRA Series 7, 63 or 66 and 9/10 licenses required with Mass Registration. 
•    Excellent interpersonal and client service skills, with a strong focus on communication.
•    Strong written and verbal communication skills.
•    Ability to thrive in a dynamic and fast-paced environment, demonstrating adaptability and resilience.
  
Role Differentiators: 
•    Support EWS to provide additional oversight to approve disbursements and asset movement.
•    Become fluent in fraud trends to prevent asset loss during review.
•    Work closely with EWS Management     
  
Role Responsibilities: 
•    Review and approve disbursement activity, ensuring compliance with firm policies.
•    Deliver exceptional customer service to internal partners, addressing their needs promptly and professionally.
•    Efficiently research and resolve issues and deficiencies from disbursement/modification requests, ensuring timely follow-up and resolution of inquiries.
•    Manage a high volume of requests in a dynamic and fast-paced environment.
•    Apply firm policies and procedures related to disbursements and maintenance, including oversight limits and fraud awareness standards.
•    Stay informed on compliance and firm guidelines to ensure effective risk mitigation.
•    Participate in projects and remediation efforts as required, contributing to continuous improvement initiatives.

Preferred Skills: 
•    Basic knowledge of Morgan Stanley systems and proficiency in Microsoft Suite.
•    Excellent interpersonal and client service skills.
•    Strong clerical, administrative, and organizational skills.
•    Attention to detail and exceptional follow-up skills.
•    Highly effective written and verbal communication skills.
•    Commitment to client service satisfaction.
•    Ability to research and resolve service inquiries effectively.
•    Ability to identify when to escalate issues to mitigate risk.
•    Self-motivated and capable of thriving in a fast-paced environment.
 

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer com