Associate - Billing, Wealth Management Internship in Mumbai at Morgan Stanley

Morgan Stanley is hiring for the role of Associate - Billing, Wealth Management!

Responsibilities of the Candidate:

• Perform collection activities for overdue customer balances in assigned entities.
• Maintain detailed collection notes, including email correspondence, and payment commitments, and escalate issues to AR Manager or Customer Relationship Managers when necessary.
• Conduct investigations of customer accounts regarding payment applications, ensuring records alignment, and coordinating adjusting entries for refunds or journal entry adjustments.
• Assist in customer communications related to annual W9 forms, banking, and entity changes.
• Serve as a backup for the daily management of AR@ central email, handling client communications, remittance details, information requests, form completions, and document sending.
• Collaborate with billing team members to resolve questions or disputes, ensuring timely handling, escalation, or redirection of requests.
• Support the teams with general duties, including special projects and system testing as assigned.

Requirements:

• Possess an accounting diploma, which is considered an asset.
• Two years of experience in accounts receivable and collections.
• Proven customer service skills with the ability to balance internal and external client requirements.
• Strong analytical and problem-solving skills.
• Attention to detail and aptitude for working with numerical information.
• Track record of effective time management and prioritization of tasks.
• Fast and accurate data entry skills.
• Demonstrated effectiveness in both oral and written communication.
• Competency with common technology and technical concepts, including email, internet, Excel, Word, and Accounting Systems/ERP.
• Comfortable in a fast-paced and evolving environment, with a willingness to learn and adapt.
• Ability to work independently and collaboratively in a team environment, taking accountability for all assigned tasks.
• Deep belief in team success, collaboration, and a willingness to adapt to continuous change.