Job Information
Morgan Stanley Onboarding Client Relationship Manager in London, United Kingdom
Onboarding Client Relationship Manager London
3252909
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. Onboarding represents the client's 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 in order to have a successful commercial impact on the process. In addition, knowledge about the Firm's products and services is of paramount importance to draw the client closer to Morgan Stanley.
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 On-Boarding process. The team works to enhance current technology in order to effectively capture and manage client relationship information and reference data.
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.
Responsibilities:
Project/Relationship Management: Act as clients main point of contact pre-trade execution. Responsible for onboarding new and organic clients across FID, Equity, OTC Clearing, Listed and Repo product lines. 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)#LI-HF1
Qualifications:
Bachelor's degree required
Experience in financial industry within onboarding and/or operational related roles
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, Loans, Sec Lending, 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.
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 clickinghere.
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.
#LI-HF1
Job: *Other
Title: Onboarding Client Relationship Manager
Location: Europe, Middle East, Africa-GBR-GBR-London
Requisition ID: 3252909