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.
FX Project Management: Supporting the Rates FX Desk with Legacy Population and managing new and ongoing FX Related
Projects which will involve working with the BU and clients to help prioritize initiatives, stepping in to move the process forward, as required.
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)
Build and manage relationships with Business Units, Operations and Technology teams
Act as an escalation point for Client queries and issues
Use knowledge in suggesting, driving and implementing system and process enhancements with immediate and long term solutions
Liaise with our global team to ensure an efficient global process and knowledge share Provide regular metric updates
Ability to interact and build relationships with senior members across departments in the firm
Project Management experience
Understanding of regulatory landscape
Interest in the bigger picture and how to streamline processes
Strong problem solving skills - ability to offer strategic solutions to BU and operational problems