IED Prime Brokerage Client Services

Morgan Stanley

Not Interested
Bookmark
Report This Job

profile Job Location:

New York City, NY - USA

profile Yearly Salary: $ 100000 - 140000
Posted on: 4 days ago
Vacancies: 1 Vacancy

Job Summary


Morgan Stanley Prime Brokerage Client Service Account Manager

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations governments and individuals from more than 1200 offices in 43 countries.

As a market leader the talent and passion of our people is critical to our success. Together we share a common set of values rooted in integrity excellence and strong team dynamic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn to achieve and grow. A philosophy that balances personal lifestyles perspectives and needs is an important part of our culture.

Department Profile:
For more than 30 years Morgan Stanley has led the industry and set the standard for excellence in Prime Brokerage. Our broad and deep client relationships marketleading platform and intellectual insights enable us to be a worldclass service provider to our clients for their financing market access and portfolio management needs.

As part of the Institutional Equity Division Prime Brokerage is a strategic partner to hedge funds and institutional clients across the globe. Prime Brokerage provides clients with clearing and custody services securities lending and financing risk analytics consulting introductions to potential investors and access to world-class proprietary technology.

Prime Brokerage acts as a portal into the firm and assists clients with navigating Morgan Stanleys vast resources such as Equity Sales and Trading Derivatives Securities Lending Technology and Operations.

Account Manager Job Description:
The Account Manager is responsible for servicing a variety of institutional clients. This position requires strong relationship management skills to help build a true partnership between our clients and Morgan Stanley. The Account Manager is considered the central point of contact for our clients and acts as a conduit between the client and the rest of the firm providing escalation support navigation and helping to deliver tangible solutions.

On a daily basis the Account Manager oversees the clients accounts and is involved in all aspects of the clients business including but not limited to: financing margin trade clearing and settlement corporate events and reporting. The Account Manager communicates issues and ensures problems are resolved in a timely and accurate manner thus building a level of trust between the client and Morgan Stanley.

Additionally the Account Manager is responsible for adding value to our clients with the goal of tighter integration of the two firms to help drive additional business. Account Managers add value to our clients by developing a deep understanding of the clients business and helping to identify sell and implement best practice solutions with regard to technology market access and operations. Knowledge of the Firms products and services and understanding how to use that knowledge to draw the client closer to Morgan Stanley is essential.

Responsibilities:

Build relationships with key decision makers at the client
Daily client communication and interaction
Conduit between Prime Brokerage (PB) operations and the client
Manage the efficiency timeliness and daily risk of PB/Client workflow
Introducing PB technology and services to the client
Cross selling the firms products and technology
Delivering all of Morgan Stanley services / capabilities to the client
Reviewing balance trends and client market share
Assessing PB revenue with service offering to ensure proper balance

Qualifications:
Bachelors degree with a business focus
Must have minimum of 3-5 years of Prime Brokerage Client Service or Prime Brokerage Operations support experience
Demonstrate an understanding of capital markets
Understanding of operational flows
Demonstration of excellent communication skills
Exceptional problem solving proficiency
Ability to handle pressure prioritize and multi-task during the course of a business day
Proficiency: Microsoft Office (Outlook Excel Word PowerPoint) and general knowledge of software programming/development a plus
Strong interpersonal and communication skills

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.

To learn more about our offices across the globe please copy and paste into your browser.

Expected base pay rates for the role will be between $100000 and $140000 per year at the commencement of employment. However base pay if hired will be determined on an individualized basis and is only part of the total compensation package which depending on the position may also include commission earnings incentive compensation discretionary bonuses other short and long-term incentive packages and other Morgan Stanley sponsored benefit programs.

Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race color religion creed age sex sex stereotype gender gender identity or expression transgender sexual orientation national origin citizenship disability marital and civil partnership/union status pregnancy veteran or military service status genetic information or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Morgan Stanley Prime Brokerage Client Service Account ManagerMorgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations gov...
View more view more

Key Skills

  • Customer Service
  • Client Expectations
  • Client Requirements
  • Client Support
  • Action Plans
  • Issue Resolution
  • Account Management
  • Client Relationships
  • Service Delivery
  • Client Service
  • Client Satisfaction
  • Client Management
  • Procedures
  • Service Level Agreements
  • New Clients

About Company

Company Logo

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1, ... View more

View Profile View Profile