Ijaz N.

Associate at Morgan Stanley

Role
Associate at Morgan Stanley
Location
Mumbai, MH, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Ijaz N.

A vibrant performance-driven professional with more than 7 years of experience in Wealth…

Experience

  1. Associate

    Morgan Stanley

    Aug 2021 — Present · Mumbai, IN

    Responsible for opening New Accounts and Account Maintenance request with due diligence, focusing majorly on W8 and W9 certification, FATCA regulations & updating withholding statementsProgressed to handling complex cases and escalations inboxDriving weekly catch-up for new updates(if any) and sharing the same with global teams effectively, which helps everyone stay updatedActively made updates/improvements to the W9 procedure in line with IRS regulationsLeading various Data Remediation Projects and provided timely updates Closely working with various teams to get the escalation resolved efficiently and earliest possibleExpertise in managing the quality process for various processes encompassing quality and training to other team members

Education

  • Mumbai University Mumbai

    Bachelor's degree

  • University of Mumbai

    BAF

    2013 — 2016

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Ijaz N. — Associate at Morgan Stanley in Mumbai, MH, IN | Unifers