About the role

　　The Client Onboarding Group is the first Operations team a client will experience in their relationship with Morgan Stanley. As well as establishing and maintaining strong client relationships the team works directly with Sales & Trading to integrate the client ready for go live. Additionally, we are responsible for establishing and implementing procedures and controls related to account opening while identifying opportunities to streamline for both MS and the client. The International Prime Brokerage Onboarding (IPBCOB) Team are responsible for the onboarding of Clients directly and linked to the International Prime Brokerage business, ensuring all accounts, client reports, entitlements and product specific setups are completed in a timely and efficient manner. The team work on new product, regulatory projects and identify and implement any opportunities to streamline current processes and technology.

　　This role is specifically handling new and organic clients onboarding onto the Morgan Stanley Clearing Broker (Listed Derivates and OTC) and Equity Swap trading platforms. Working closely with clients and business heads to integrate them onto the Morgan Stanley Standard offering as well as identifying opportunities for efficiencies for both MS and the client.

　　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?

　　- Project/Relationship Management: Act as client's main point of contact pre-trade execution. Responsible for onboarding new and organic clients, 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

　　- Provides Value Added Education: Proactive regulatory discussions in relation to On-Boarding (EMIR, MIFDI2, Brexit)

　　What we're looking for:

　　- Experience in financial industry within onboarding and/or operational related roles

　　- Technical understanding of transaction life-cycle in one or more asset classes (preference being Equity OTC Derivatives, OTC Clearing, Listed Derivatives)

　　- 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

　　QUALIFICATIONS

　　Skills that will help you in the role:

　　- Proven experience with external institutional client communication and interaction

　　- Exceptional problem solving ability and organizational skills.

　　- Strong listening, verbal/written communications and 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.

　　Where will you be working?

　　You will be located at our Bank Street office in Canary Wharf. The office has a wellness centre, including gym and shower/changing facilities, GP, prayer room, restaurant, dry cleaners and hairdresser.

　　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 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.