The project focused on identifying and understanding the underlying drivers of customer service representatives' daily activities within the Client Service Department for Morgan Stanley's International Prime Brokerage Division. Through the development and implementation of a tool to capture these activities, we were able to distinguish and analyze the significant drivers of work for the representatives. These were presented to our sponsor in order to more strategically direct future efforts to balance and expand capacity within the department.

• This report represents the work of one or more WPI undergraduate students submitted to the faculty as evidence of completion of a degree requirement. WPI routinely publishes these reports on its website without editorial or peer review.

Creator

• Rodriguez, Luis M.
• Hodel, Kristen E.

Publisher

• Worcester Polytechnic Institute

Identifier

• E-project-021508-112926

Advisor

• Gerstenfeld, Arthur

Year

• 2008

Center

• Wall Street-FinTech Project Center (London) - MQP

Sponsor

• Morgan Stanley - International Prime Brokerage

Date created

• 2008-02-15

Resource type

• Major Qualifying Project

Major

• Industrial Engineering

Source

• E-project-021508-112926

Rights statement

• In Copyright

Last modified

• 2023-10-19