Client Onboarding - Associate - Client Services & Relationship Management ISG

We’re seeking someone to join our team as an Associate in the Client Implementation team within the Institutional Securities Group Product Operations (ISGPO) division within operations, partners closely with Sales & Trading and our Clients to process daily activities, develop and implement new products and services, as well as drive efficiency and reduce risk in our processes.

In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position and the team supports client onboarding function for Asia Pacific and EMEA clients and are looking to expand support for NA Clients. Role includes Client interactions, BU interactions, Project Management for new client onboarding requests and ensuring all other stakeholders involved during client onboarding cycle are informed. The role involves coordination with operations, Sales, Credit, BU Risk, COOs, KYC/AML, and the clients. The objective is to ensure smooth client onboarding experience for all clients and high level of value added service and partnership with Business Unit to address key internal and client issues and manage risk.

 Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

What you'll do in the role:

• Initiate different product accounts on systems.
• Responsible for coordinating with different teams like but not limited to Trading Operations, Settlements, Finance to get PB accounts opened & completion of Post account setup activities
• Expertly navigate the Morgan Stanley organization, across divisions, to deliver timely and accurate issue resolution which may include communication with senior stakeholders within Ops and the BU.
• Organizing and prioritizing account on-boarding for New & Organic Client Launches
• Develop and enhance client relationships, by providing exceptional levels of client service.
• Participate in face-to-face meetings with key senior managers at our clients and BU
• Independently manage projects and initiatives that will further advance the Onboarding strategic vision of providing value added services to our clients.
• Work with global counterparts and contribute to global initiatives or discussion relating to client projects or change initiatives

• Stakeholders Reporting/Meetings/Communication

What you'll bring to the role: 

• 4 to 6 years of experience in financial industry within Operations roles. Client onboarding, Client relationship, Project Management, Derivative Operations Trade Support experience preferred
• Technical understanding of transaction lifecycle in one or more asset classes (Rates, Credit and Equity OTC Derivatives, OTC Clearing, Listed Derivatives, FX, Sec Lending, Commodities) preferred
• Proven experience with external institutional client communication and interaction
• Strong listening and verbal/written communications
• Proven ability to work across global departments to build credibility and strong relationships
• Ability to independently navigate the Morgan Stanley organization
• Strong analytical, numerical and inter-personal skills 
• Prioritization and time management skills 
• Problem solving through initiative and tenacity
• Ability to multi-task and grasp new concepts quickly
• Ability to work under pressure and achieve results, whilst maintaining a professional, friendly and client focused approach.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. 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. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. 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.

Morgan Stanley is an equal opportunities employer. 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.