Project Manager KYC, Client Segments, Associate, Wealth Management

> Monitor ticketing system dashboards for outstanding KYC outreach requests to customers, email reminders to customers using pre-set templates, and update tickets accordingly > Contact account owners when customers are not responding to KYC outreach after a designated time period and/or specified number of reminders are sent and request account owners follow up with customer for action or confirm KYC is no longer required (e.g., lost sales opportunity) > Prepare regular status reports per specific instructions provided by the onshore KYC team > Collect documentation required to validate entities per specific instructions provided by the onshore KYC team > Monitor outstanding KYC overrides for case completion and flag for action to the onshore KYC team per specific instructions > Assist with ad hoc data reconciliation or clean-up as requested > Technically proficient and comfortable learning new programs/systems > Possesses strong verbal and written communication skills > Excels in building relationships with colleagues driving successful outcomes and contributing to process consistency and accuracy > Strong attention to detail and ability to manage high-volume tasks > Thrives in a fast-paced environment and takes ownership of their responsibilities to ensure partner success and satisfaction Experience > 2-3 years' experience supporting corporate business processes/programs > Experience with risk or compliance a plus > Hands-on knowledge of Salesforce, JIRA, Workflow, and MS Excel preferred 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 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. 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. 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.