Responsibilities
:
- Project/Relationship Management: Act as clients main point of contact pre-trade execution. Responsible for onboarding new and organic clients across FID, Equity, OTC Clearing, Listed and Repo product lines. Ensuring that all documents are received, accounts, reports and entitlements are set up prior to the client's scheduled launch date. Work with BU and clients to help prioritize accounts. Stepping in to move the process forward, as required.
- Single Point of Contact & Escalation for Clients & Internally: Reduce multiple touch points and entry points into the firm. Knows the client, can have the difficult conversations, correct contacts to get what we need to ensure the client is appropriately set up. Ensures any client issues are promptly surfaced, escalated, and resolved in a timely manner
- Subject Matter Expert: Know and understand entity structures, regulatory requirements, jurisdictions, and our own process flow. Collaboration with Business Units and IT to identify, drive and implement process improvements and technology solutions
1. Provides Value Added Education: Proactive regulatory discussions in relation to On-Boarding (EMIR, MIFDI2, Brexit)
Qualifications:
Bachelor's degree required
- Experience in financial industry within onboarding and/or operational related roles
- Technical understanding of transaction life-cycle in one or more asset classes (Equity & FI Cash, Rates, Credit and Equity OTC Derivatives, OTC Clearing, Listed Derivatives, FX, Loans, Sec Lending,modities)
- Very strong interpersonal andmunication skills with the ability to deal with Sales and Trading, all levels of the client organization and representatives from Morgan Stanley infrastructure teams
- Client facing experience & ability to manage expectations effectively
- Proven experience with external institutional clientmunication and interaction
- Exceptional problem solving ability.
- Exceptional organizational skills.
- Strong listening and verbal/writtenmunications
- Strong presentation skills
- Ability to independently navigate the Morgan Stanley organization
- Ability to work within a quickly changing environment and remainposed under pressure.
- Conceptual understanding of Pre & Post Execution Onboarding process across various products (Legal, Credit, Docs, NMR,pliance etc.)
- Ability to work as part of a team and adapt to the needs of the team as they arise.
- College/University degree or equivalent with a business focus and relevant/proven experience.
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.
Internal Applicants:
Internal mobility can be a way to grow your career and realize your professional potential. Typically, you must be in your position for at least 18 months and performing satisfactorily before applying for another job at the Firm. Internal applicants can find out more regarding career navigation, mobility guidelines and policy on our employee portal by clicking here .
Equal opportunities statement:
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 isprised of individuals drawn from a broad cross section of the globalmunities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strongmitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
Job ID 3252909