Client Onboarding Associate - London, United Kingdom - Morgan Stanley

Morgan Stanley

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Client Onboarding Associate - Operations

Job Number:
3244795

POSTING DATE:
Nov 29, 2023

PRIMARY LOCATION:
Europe, Middle East, Africa-United Kingdom-United Kingdom-London

EDUCATION LEVEL:
Bachelor's Degree

JOB:
Other

EMPLOYMENT TYPE:
Full Time

JOB LEVEL:
Associate

DESCRIPTION

The Client Onboarding (COB) Team is responsible for the onboarding of International Prime Brokerage (IPB) clients for the Equity Derivatives and Fixed Income business units.

This involves ensuring accounts and client setups are completed in an efficient manner. This role at associate level provides onboarding support to the IPB business.

The key responsibilities will be working alongside the Business to manage the onboarding of clients as well as working on projects and new process development.

About Morgan Stanley

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.

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 ethic.

We 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.

What will you be doing?
Build and manage relationships with Business Units, Operations and Technology teams
Act as an escalation point for queries and issues during the client onboarding process
Use knowledge in suggesting, driving and implementing system and process enhancements with immediate and longterm solutions
Facilitate the onboarding process, chase in an appropriate manner, and provide timely and accurate feedback to key stakeholders
Liaise with our global team to ensure an efficient global process and knowledge share
Provide regular metric updates

QUALIFICATIONS

What we're looking for:
Previous experience exhibiting a high degree of Client Service ability to interact and build relationships with senior members across departments in the firm
Understanding of regulatory landscape and interest in the bigger picture and how to streamline processes
Strong problemsolving and attention to detail skills
Ability to offer strategic solutions to BU and operational problems
Skills that will help you in the role:
Bachelor's degree in relevant field
Excellent written and verbal communication skills and ability to work independently
Ability to produce statistics
Strong excel skills, including pivot tables

Where will you be working?
This role is based at our London office in Canary Wharf.

This location has a wellness centre, including gym and shower/changing facilities, GP, Prayer room, Canteen, Dry cleaners and onsite Starbucks.

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:

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 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.