Associate - Onboarding Technical Specialist (Wealth Management)

Introducing Morgan Stanley At Work

We know a lot about investing and are certain there’s no better investment a company can make than in its employees. People don’t just drive a company; they are the company. So when people work at their best, companies do too. Morgan Stanley at Work, a division of Morgan Stanley Wealth Management, provides workplace financial solutions that build employee financial confidence, foster loyalty and help our corporate clients attract and retain top talent. Our end-to-end offering spans Equity, Financial Wellness and Retirement Solutions. Plus, we provide all employees with Financial Empowerment, so they have the knowledge, tools and support needed to make the most of their workplace financial benefits.

What you’ll be part of – our Morgan Stanley at Work culture:

At Morgan Stanley at Work, we walk the talk. We have created a place for our employees to learn, achieve and grow – a place for people to build a career where you can thrive both personally and professionally. We are passionate about exceeding our clients’ expectations and helping them succeed. We are fearless in taking on new challenges that deliver exceptional results. We believe amazing things can happen when we work together in an environment where everybody has a true sense of belonging and their ideas are heard.

We value differences and are committed to providing a work environment where our people can do their best work. We look for people who are problem solvers, empathetic listeners, team players and inclusive leaders. We are committed to your growth and development, and your entire employee experience. We recognize that our people and culture are the keys to our success. We invite you to explore how you can be an integral part of our team.

Onboarding Technical Specialist Responsibilities

The Onboarding Technical Specialist will be part of the Global Equity Solutions group within the Morgan Stanley at Work organization. Global Equity Solutions is responsible for the engagement, onboarding and day to day service management of corporate clients and their equity administration plan terms and associated service offerings. The candidate will work cross-functionally towards a goal of successful end-to-end delivery of onboarding projects bringing a willingness to do what it takes to get onboarding projects done in a timely and accurate manner. The candidate will build exceptional relationships with both immediate and cross-functional teams and thrive in a fast-paced and evolving environment focusing on all aspects of client readiness and support for clients as they move through the full lifecycle of onboarding activities onto the Morgan Stanley at Work equity administration platforms.

This position is responsible for the successful onboarding of several concurrent projects. Projects include the onboarding of Stock Plan Administration and Employee Broker Services for corporate clients in a timely and high-quality fashion.

This highly visible position involves interacting with a variety of individuals at all levels within the organization. Candidate must be driven and a self-starter, be organized and detail-oriented, and have excellent communication skills. This position requires the ability to understand complex software and business concepts and to quickly absorb the business details.

The Onboarding Technical Specialist

• Completes a variety of onboarding projects in a timely and high-quality fashion and in a manner that meets or exceeds client expectations.
• Based on defined requirements and a project plan, accurately configures Morgan Stanley at Work equity administration software to reflect the needs of clients’ equity compensation plans and related plan data
• Maintains and utilizes the project workflow and checklists to manage project deliverables
• Prepares client data, including but not limited to:
• Review and extract of historical data
• Formatting of data to ensure completeness and accuracy
• Creation of grammar formats and uploading data to the platform
• Comparison of client data to platform output to ensure data aligns and balances
• Coordinate with onshore stakeholders on project details and technical queries
• Serves as a trusted subject matter expert to position best-practices with internal stakeholders
• Stays current with new products and enhancements, and their integration into application and operations
• Builds strong relationships with software developers and other technical experts to facilitate requests for advanced platform configuration, and additional development of the platform when appropriate
• Works closely with cross-functional technical and process teams to resolve system and configuration issues
• Performs configuration reviews, inclusive of end-to-end testing, and updates configuration status when appropriate
• Analyzes existing processes and tools, with the goal of identifying gaps and opportunities for improvement
• Ensures quality control of all developed and modified solutions
  
  

Ensures that internal and client-facing onboarding-related documentation is complete and current

Qualifications

• BS/BA Degree or diploma in the Data Management, Business, Finance, Sciences, or equivalent education, training, and experience
• Minimum of three years’ experience managing software and/or onboarding projects requiring coordination with a variety of stakeholders
• Experienced working with data migration, or the management and manipulation of large amounts of data that at times may be ambiguous
• Basic understanding of equity and employee benefit plans, preferred
• CEP certification preferred
• A strong, broad technical background is required. Must have a solid understanding of system concepts and operational feasibility within existing systems.
• Exposure to, or experience with, agile methodologies and environments
• Excellent planning and organizing skills. Can accurately scope out length and difficulty of tasks, sets objectives and goals, adjusts for problems and measures performance.
• Strong analytical, problem-solving skills, and high attention-to-detail
• Able to learn new skills quickly; Self-motivated for continuous learning
• Sets a high standard of accountability and dependability
• Comfortable in a fast-paced and able to effectively manage themselves
• Proven success working in highly collaborative, team-centric environments
• Proven success at delivering an exceptional customer experience
• Proven track record in successfully handling multiple projects at one time. Ability to multi-task and reprioritize activities with little supervision.
• Strong communicator with excellent written and oral communication skills
• Advanced Excel skills, including formulas and functions for data manipulation is strongly desired
  
  

Based on desired Level (I, II, III, or Solution Specialist [SME]), add in Qualifications:

• Level I: Shareworks Certified or EEO equivalent
• Level II: CEP Level 1 or Shareworks Certified Associate or EEO Class of Training; 2+ years’ experience
• Level III: CEP Level 2 or Shareworks Certified Master or EEO Class of Training; 3+ years’ experience
• Solution Specialist: CEP Level 3 or Shareworks Certified Master or EEO Class of Training; 7+ years’ experience
  
  

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.

Posting Date

Oct 31, 2024

Primary Location

Non-Japan Asia-India-Maharashtra-Mumbai (MSA)

Education Level

Bachelor's Degree

Job

Wealth Management

Employment Type

Full Time

Job Level

Associate