Job description
Client Operations Analyst / Associate
Job Number:
3232445
POSTING DATE: Feb 27, 2023
PRIMARY LOCATION: Americas-United States of America-Maryland-Baltimore
EDUCATION LEVEL: Bachelor's Degree
JOB: Other
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Analyst
DESCRIPTION
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
The Fixed Income Cash Client Service Group (CSG) supports cash Fixed Income business for institutional clients across all products and markets and is part of the wider Global Securities Operations department which also includes the Trade Support Groups.
Background on the Team. As a client facing area within Operations the CSG group is responsible for delivering exceptional levels of client service throughout the full life-cycle of the trade process; from post-execution through to settlement. As such the roles are varied, challenging and rewarding. CSG always seeks to respond rapidly to client's needs and developments within the industry, making it a constantly changing environment which demands high performance from the individuals in the team.
The department currently comprises staff in teams of approximately five Analysts/Associates reporting to a Team Leader and a Director.
Background on the Team. As a client facing area within Operations the CSG group is responsible for delivering exceptional levels of client service throughout the full life-cycle of the trade process; from post-execution through to settlement. As such the roles are varied, challenging and rewarding. CSG always seeks to respond rapidly to client's needs and developments within the industry, making it a constantly changing environment which demands high performance from the individuals in the team.
The department currently comprises staff in teams of approximately five Analysts/Associates reporting to a Team Leader and a Director.
- CSG Reps are primarily responsible for the completion of daily processing tasks, working in a fast-paced, high-risk team environment, investigating and resolving issues to ensure client on boarding, account opening, trade allocation, confirmation processing and settlement occurs in line with client service level agreements while minimizing risk to the Firm and client.
- Key to the role is building and maintaining excellent client relationships at the operational middle / back office level and as such developing detailed technical and product knowledge together with demonstrating excellent client service, communication, organization and prioritization skills are essential.
- The successful candidate will be expected to become a subject matter expert, contribute to projects and initiatives, develop and implement process improvements and become a key point of contact for a wide range of internal stakeholders including direct contact with both Sales and Trading and well as other Operations teams including Trade Support and Settlements.
QUALIFICATIONS
- Bachelor's degree required
- Strong communication skills, willingness to transfer knowledge is imperative
- Team player, must be able to collaborate across multiple Operations functional teams
- Multi-Tasking and Time management skills are critical
- Ability to identify and escalate issues to senior management and to trading desk(s)
- Analytical and Problem Solving Skills
- Cope well in a time sensitive environment
- Self-starter, who is willing to ask questions and take actions proactively
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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