Morgan Stanley

Supervisor, Client Reporting

Morgan Stanley

Minneapolis, MN, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

At Morgan Stanley, we are seeking a highly skilled and motivated individual to join our team as a Supervisor of Client Reporting. As a leader in the financial services industry, we are committed to providing our clients with exceptional service and support. In this role, you will be responsible for overseeing the client reporting process, ensuring accuracy and timeliness while also managing a team of professionals. This is an exciting opportunity for someone who is detail-oriented, organized, and has a strong understanding of financial reporting. If you are passionate about delivering exceptional results and possess the necessary qualifications, we encourage you to apply.

  1. Oversee the client reporting process to ensure accuracy and timeliness of all reports.
  2. Manage a team of professionals, providing guidance, support, and development opportunities.
  3. Monitor and review team performance, providing feedback and implementing strategies for improvement.
  4. Collaborate with other departments to ensure seamless communication and coordination in the client reporting process.
  5. Develop and implement procedures and controls to maintain the highest level of quality in client reporting.
  6. Stay up-to-date on industry standards and regulations related to client reporting.
  7. Identify and address any issues or discrepancies in client reports, working to resolve them in a timely manner.
  8. Communicate with clients to address any questions or concerns regarding their reports.
  9. Ensure compliance with all company policies and procedures.
  10. Continuously seek opportunities for process improvement and efficiency in the client reporting process.
  11. Train and onboard new team members, providing them with the necessary tools and resources for success.
  12. Act as a point of escalation for any complex or urgent client reporting matters.
  13. Monitor key performance indicators and report on team and individual performance to upper management.
  14. Foster a positive and collaborative team environment to promote productivity and job satisfaction.
  15. Adhere to strict confidentiality and security protocols to protect sensitive client information.
Where is this job?
This job is located at Minneapolis, MN, USA
Job Qualifications
  • Bachelor's Or Master's Degree In Finance, Accounting, Or A Related Field

  • Minimum Of 3-5 Years Of Experience In Financial Services, With A Focus On Client Reporting And Data Analysis

  • Strong Understanding Of Investment Products, Financial Markets, And Regulatory Requirements

  • Excellent Communication And Interpersonal Skills, With The Ability To Effectively Manage A Team And Interact With Clients

  • Proficient In Microsoft Excel, Powerpoint, And Other Data Analysis Tools, With The Ability To Create And Present Comprehensive Reports To Senior Management And Clients.

Required Skills
  • Financial Reporting

  • Communication Skills

  • Project Management

  • Data Analysis

  • Time Management

  • Attention to detail

  • Problem Solving

  • Team Leadership

  • Client management

  • Report generation

  • performance tracking

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Empathy

Compensation

According to JobzMall, the average salary range for a Supervisor, Client Reporting in Minneapolis, MN, USA is $55,000 - $75,000 per year. However, this range can vary depending on factors such as the industry, company size, and years of experience.

Additional Information
Morgan Stanley is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJuly 30th, 2024
Apply BeforeJune 9th, 2026
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About Morgan Stanley

Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors.

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