This position within ISG Equity Operations - Derivatives Clearing Client Service Group involves extensive contact with our clients, our colleagues in Operations, Prime Brokerage and our global sales force. We're seeking someone to join our team as a Client Services Manager within the Derivatives Clearing Operations space to be a single point of contact for daily client queries, navigating the organization for our clients. Risk management of margins, expiries & market events. Client service reviews and meetings, sending call reports, client metrics and trend analysis. Increase availability of client self-service tools, get it right for clients first time, Identify and automate manual processes, thus reducing firm risk. Review and improve client STP rates. Provide clients with clearing solutions, training and live demos, also handling various administrative duties.
In the Operations division, we partner with the business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position within the ISG Equity Operations
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:
Acting as the first point of contact for all day-to-day client issues, including; coordinating margin cash moves, FX processing and facilitating the expiry process.- Building strong relationships with internal and external stakeholders
Conducting regular client service reviews and performing root cause analysis of metrics for the client.
Escalating exceptions and understanding of the team's key risks and controls and the importance of client confidentiality
Recognize risk in day-to-day processes to draw out the key issues and leverage detailed knowledge to propose changes in process
Train others, allocate tasks and support with first line escalation where required
Share expert knowledge across the team, contribute to team output and development, building relationships across the Firm
Understanding and applying the various regulatory requirements of Exchanges, CCP's, and Competent bodies- EMIR Article 39, CASS, etc.-
Understanding Clearing and exchange commission, fees and P&L figures for clients
What you'll bring to the role:
Basic knowledge and understanding of functional area and operational/compliance policies and procedures
Ability to operate independently with respect to some job responsibilities
Ability to build relationships within team, internal stakeholders and clients
Participate in knowledge sharing to contribute to team output
Want to embrace and participate in Morgan Stanleys core values
Skills and Experience Required
Entry level knowledge of Listed Derivatives or OTC Clearing
Previous client service skills preferred
Experience with escalating situations early, where required
Previous experience in multi-tasking and prioritising key deliverables Skills and Experience Required
Entry level knowledge of Listed Derivatives or OTC Clearing
Previous client service skills preferred
Experience with escalating situations early, where required
Previous experience in multi-tasking and prioritising key deliverables
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that's differentiated – and we've done that for 90 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.
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Certified Persons Regulatory Requirements:
If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.
Flexible work statement
Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.
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.