Client Onboarding role

Years of exp. – 1-3 Yrs

Shift timing – 1.30 to 10.30

Location- Mumbai

WFO/Hybrid – Hybrid (Once Trainings are completed)

Must have skillset – Communication skills, Client Relationship management,

• Good to have skillset - Knowledge on Repo & Securities lending products , Client Onboarding Experience

Department profile

Operations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the full potential of IT and e-solutions. Throughout, the Operations department continually seeks ways to improve while actively supporting the development of new businesses, structures and markets.

Team Background

Institutional Securities Group Product Operations (ISGPO) division within operations, partners closely with Sales & Trading and our Clients to process daily activities, develop and implement new products and services, as well as drive efficiency and reduce risk in our processes.

Client Onboarding and Regulatory group supports commercial Institutional Securities, Client Onboarding (COB), and KYC functions with the Firm's biggest clients. We act as a valued strategic partner to our clients, enabling them to access new products, markets and services to meet the financial goals of their underlying investors. In partnership with our clients we also take a leadership role in the evolution of our business through our presence in new markets and on industry bodies. We work closely with our Sales and Trading stakeholders and Technology and Data partners on planning and building capacity to enable us to deliver creative, bespoke client solutions and to meet the higher client expectations than are standard in non-fee paying client business. The service level the Operations team delivers differentiates us from our competitors and is central to winning and retaining business.

This role is an associate role in the Client Onboarding team in Mumbai. The team supports client onboarding function for Asia Pacific and EMEA clients and are looking to expand support for NA Clients. Role includes Client interactions, BU interactions, Project Management for new client onboarding requests and ensuring all other stakeholders involved during client onboarding cycle are informed. The role involves coordination with operations, Sales, Credit, BU Risk, COOs, KYC/AML, and the clients. The objective is to ensure smooth client onboarding experience for all clients and high level of value added service and partnership with Business Unit to address key internal and client issues and manage risk.

Joining Onboarding team is an exciting opportunity to combine your client service and technical skills. We can offer the successful candidate a challenging and rewarding role. The skills and knowledge that you gain from working within the COB area are transferable and will help you to develop your career within Morgan Stanley.

Primary Responsibilities

Ø Initiate different product accounts on systems.

Ø Responsible for coordinating with different team like but not limited to risk, sales, documentation etc. to get the accounts opened

Ø Expertly navigate the Client organization, across divisions, to deliver timely and accurate issue resolution which may include communication with senior stakeholders within Ops and the BU.

Ø Organizing and prioritizing account on-boarding for live trades

Ø Develop and enhance client relationships, by providing exceptional levels of client service.

Ø Participate in face-to-face meetings with key senior managers at our clients and BU

Ø Participate in projects and initiatives that will further advance the Onboarding strategic vision of providing value added services to our clients.

Ø Work with global counterparts and contribute to global initiatives or discussion relating to client projects or change initiatives

Ø Stakeholders reporting/meetings/communication

Qualifications

Ø 1 to 3 years of experience in financial industry within Operations roles. Client onboarding, Client relationship, Project Management, Derivative Operations Trade Support experience preferred

Ø Technical understanding of transaction lifecycle in one or more asset classes (Rates, Credit and Equity OTC Derivatives, OTC Clearing, Listed Derivatives, FX, Sec Lending, Commodities) preferred

Ø Proven experience with external institutional client communication and interaction

Ø Strong listening and verbal/written communications

Ø Proven ability to work across global departments to build credibility and strong relationships

Ø Ability to independently navigate the Morgan Stanley organization

Ø Strong analytical, numerical and inter personal skills 

Ø Prioritization and time management skills 

Ø Problem solving through initiative and tenacity

Ø Ability to multi-task and grasp new concepts quickly

Ø Ability to work under pressure and achieve results, whilst maintaining a professional, friendly and client focused approach.