This role is an associate role in the Client Onboarding team in Mumbai. 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.
Joining Onboarding team is an exciting opportunity to combine your client service and technical skills. We can offer the successful candidate a challenging and rewarding role. The skills and knowledge that you gain from working within the COB area are transferable and will help you to develop your career within Morgan Stanley.
Primary Responsibilities:
- Initiate different product accounts on systems.
- Responsible for coordinating with different team like but not limited to risk sales documentation etc. to get the accounts opened
- 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 live trades
- 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
- Participate in 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 - 02 to 04 years of experience in financial industry within Operations roles. Client onboarding Client relationship Project Management Derivative Operations Trade Support experience preferred
- 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 - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll 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. Theres also ample opportunity to move about the business for those who show passion and grit in their work.
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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.