Client Coverage And Onboarding, Institutional Equity Division, Senior Associate , Prime Brokerage

Morgan Stanley

Onsite
Client issue resolution
Trade clearing and settlement
Cash management
First point of contact for client issues as a primary account manager, overseeing client accounts and involved in all client issues including financing, margin, trade clearing and settlement, cash management and corporate events

Job Summary

  • First point of contact for client issues as a primary account manager, overseeing client accounts and involved in all client issues including financing, margin, trade clearing and settlement, cash management and corporate events.
  • Single point of contact who oversees the entire client onboarding process across all asset classes and client types, assisting in the client integration process by hosting weekly calls and providing regular updates.
  • Morgan Stanley Prime Brokerage is dedicated to client service and cultivates an environment of process control, accuracy and efficiency, providing access to the full breadth of the Morgan Stanley franchise.

Matching Summary

First point of contact for client issues as a primary account manager, overseeing client accounts and involved in all client issues including financing, margin, trade clearing and settlement, cash management and corporate events.

Skills & Requirements

Must-have

  • Client issue resolution
  • Trade clearing and settlement
  • Cash management
  • Corporate events
  • Client onboarding process
  • Root cause analysis
  • Regulatory checks

Nice-to-have

  • Relationship management skills
  • Process control and accuracy
  • Highly automated systems
  • Creative thinkers
  • Ambitious learning goals

Key Requirements

  • 2 to 5 years relevant experience
  • Chartered Accountant or MBA
  • Understanding capital markets
  • Proficiency in MS Office

Work Rights

Not specified

Tailored Resume

Cover Letter