3 years
4 - 5 Lacs
Posted:2 days ago|
Platform:
On-site
Part Time
We are seeking someone to join our team as an Associate in Client Onboarding & Reference Data Services (CORDS) responsible for regulatory client onboarding, refresh, and screening. Client Onboarding & Reference Data Services (CORDS) is an Operations function, responsible for regulatory client onboarding, refresh, and screening.
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. T his is an Associate level position level position within the Firmwide operations division.
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
What you ' ll do in the role:
Understanding and implementation of KYC standards, guidelines, policies, and procedures
Strong clients focus and ability to partner with various internal groups and client coverage.
Exhibit the highest standards of customer service to our internal and external customers (inclusive of confidentiality)
Effectively address any issues that might be escalated by either internal or external clients
Communicate with clients and sales coverage to provide regulation guidance, organizing client calls where needed.
Proactively highlight potential issues to management
Identify root causes, understand connections and implications, and evaluate alternatives
Make decisions that are effective and well-grounded based on guidelines, policies, and insights
Be flexible, multitask and effectively manage priorities across the wider function
What you'll bring to the role:
College/University degree or equivalent with a business focus and relevant/proven experience
Relevant experience of 3+ years, preferred . AML, client onboarding, or client reference data experience desired
Previous knowledge of case management or portfolio management preferred . Strong interpersonal and verbal/written communication skills
Excellent interpersonal skills necessary to work effectively with colleagues and senior management
Strong relationship building skills to influence/negotiate desired outcomes
Ability to deep-dive and investigate issues to see a successful resolution . Ability to identify risks and issues and successfully navigate through to completion
Foster and champion High-Performance Culture where people are empowered to make decisions that affect their work/environment
Proficient in MS Excel, PowerPoint, and Outlook
Expertise in data visualization and reporting in a cross-functional team and to senior stakeholders using business intelligence tools (Tableau, PowerBI, QlikView., etc.) preferred
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 - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll 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. There’s 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 https://www.morganstanley.com/about-us/global-officesinto your browser.
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.
Morgan Stanley
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