Morgan Stanley seeks motivated and energetic peopleto join the Expense Team as an associate. The Expense Associate will work closely and professionally with all levels of field management to ensure expense activity has been appropriately reviewed and approved using various internal systems. The Expense Associate will report directly to the Regional Expense Manager. The Expense Associate will interact with the field and internal personnel to resolve issues encountered during the expense review and approval process. Associates are responsible for understanding Firm policies and procedures to allow them to review expense activity accurately and efficiently.Duties and Responsibilities:Review and approve expense reimbursement requestsAbility to work in a que and process a high volume of requests in a fast-paced environmentEnsure all expense requests are handled in a timely and accurate manner; if there are any issues, resolve / escalate on a case-by-case basisProvide world-class customer service to both field facing and internal counterparts in all interactionsResearch and resolve problems and deficiencies in a timely mannerApply Firm policies and procedures on expense review and approval activityProactively participate in available training and education programs to maintain current status on policies, procedures and risk awarenessProvide feedback and suggestions on ways to improve processes that are in placeApply critical thinking when making decisions on items to evaluate risk and client experienceOther duties and responsibilities as needed1+ years of industry and/or contact center experience a plus and the desire to be part of the financial service industryApplicable experience or familiarity with expense reports preferred (Willing to train the right person)College degree preferred but not requiredBi-Lingual (Spanish or Portuguese) a plusStrong computer skills including Microsoft Office SuiteExcellent interpersonal and client service skillsEffective written and verbal communication skillsStrong attention to detail and excellent judgementExceptional organization and follow-up skillsAbility to prioritize and multi-taskAbility to research and resolve problems and service inquiries and escalate issues where appropriateTeam player with the ability to collaborate with othersSelf-motivated with ability to work in a fast-paced environmentMorgan 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 committed to diversifying its workforce (M/F/Disability/Vet).
