Associate Client Onboarding Operations

Were seeking someone to join our team as an Associate in Client Onboarding Operations. The Client Onboarding team supports all product and functional areas directly and indirectly impacted by new and organic account openings related to the following divisions IED and FID OTC Clearing and Listed Derivatives products (excluding PB). Onboarding represents the clients interests to internal counterparts including but not limited to Credit Risk Counterparty Risk Documentation and Legal. As the central point of contact for the client away from their Sales coverage Onboarding ensures any client issues are promptly surfaced escalated and resolved in a timely manner.

This position requires very strong relationship management organizational and communication skills to have a successful commercial impact on the addition knowledge about the Firms products and services is of paramount importance to providing full-service support to the client.

The Client Onboarding Group is responsible for establishing and implementing procedures and controls related to account opening as well as identifying opportunities to streamline the Onboarding process. The team works to enhance current technology to effectively capture and manage client relationship information and reference data.

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 within Client Service & Relationship Management which is responsible for managing internal and external client relationships. We do this by engaging in client service activities optimizing the client experience and managing vendor/external business partner relationships.

Interested in joining a team thats eager to create innovate and make an impact on the world Read on

What youll do in the role:

• Client Onboarding Leadership: Oversee the end-to-end onboarding process from document collection to account initiation ensuring all operational setups and reporting are completed ahead of client launch.
• Cross-Functional Coordination: Partner with Business Units Legal Credit Risk other Ops teams and Clients to prioritize onboarding activities resolve bottlenecks and escalate issues to minimize business or client impact.
• Client Relationship Management: Act as the primary contact for fund launches and onboarding inquiries. Manage complex conversations engage the right stakeholders and ensure clients are accurately set up. Escalate and resolve issues with urgency and integrity.
• Subject Matter Expertise: Demonstrate knowledge of entity structures regulatory requirements jurisdictions and internal process flows.
• Regulatory & Product Knowledge: Maintain awareness of market conventions and regulatory frameworks (e.g. Dodd-Frank EMIR MiFID II). Understand client reference data account setup platforms trading systems and derivatives products (e.g. swaps futures options forwards) including post-trade processes.
• Process Optimization & Innovation: Collaborate with internal MS stakeholders to drive process improvements and implement technology solutions that reduce risk and enhance client experience. Engage in transformation initiatives share best practices and promote scalable solutions across teams.

What youll bring to the role:

• 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 Commodities)
• Very strong interpersonal and communication 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 client communication and interaction
• Exceptional problem-solving ability.
• Exceptional organizational skills.
• Strong listening and verbal/written communications
• Strong presentation skills
• Ability to independently navigate the Morgan Stanley organization
• Ability to work within a quickly changing environment and remain composed under pressure
• Conceptual understanding of Pre & Post Execution Onboarding process across various products (Legal Credit Docs NMR Compliance 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
• Able to work in a Hybrid working environment with expectation of going to the office on average 3 days / week
• At least 5-7 years relevant experience would generally be expected to find the skills required for this role

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 thats differentiated and weve 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 - 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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Expected base pay rates for the role will be between $82000 and $133000 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).