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PWM Operations Client Services, Associate

PWM Operations Client Services, Associate

Morgan StanleyHong Kong
6 days ago
Job description

We're seeking someone to join our team as an Associate to supports PWM Asia's business units' activities across trading, asset transfer, client reporting, and other operational functions. Key functions of the role are handling Operations related escalations, metrics capture, and Sales & Ops training coordination.

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, driving strategic automation solutions by embracing a transformation mindset and challenging the status quo. This is a Prime Brokerage position at Associate within Product Support & Services, which is responsible for providing transaction support and managing post execution processes.

Morgan Stanley is an industry leader in financial services, known for mobilizing capital to helpernments, corporations, institutions, and individuals around the world achieve their financial goals.

Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on...

What you'll do in the role :

  • Acting as the local client services Operations main contact point for Hong Kong offices and backup Singapore office for coverage
  • Building and maintaining strong internal client relationship with all business units, including Senior Sales, Business Managers, Risk teams, IT, Finance and other Operations teams.
  • Partner with stakeholders to deliver issue resolution and process improvements by monitoring email inboxes, face to face / conference meetings on an ongoing basis with the PWM business unit
  • Conduct training and face to face / conference meeting with new Sales staff members on the operational workflow / processes
  • Conduct partnership meetings with other operation teams on monthly basis to discuss on escalation resolutions and remediation plan
  • Expand teams' influence with other stakeholders through various channels
  • Present to management on bi-weekly basis on escalations themes and highlight focus areas for management assessment.
  • Involvement in projects requiring PWM Asia operations input.
  • Assisting with team capacity with flexibility to cover BAU tasks for team coverage if necessary.
  • Escalating risk related items to management on a timely and effective manner to minimize risk exposure faced by the team.
  • Fostering an openmunication environment to encourage streamline mindset for effective and better process.
  • Outgoing disposition
  • Excellent verbal and writtenmunication & presentation skills with natural ability to speak with stakeholders who often are senior in rank

What you'll bring to the role :

  • Experience in areas such as private banking operations, client services role, middle office, or asset servicing
  • Operations processing knowledge in a wide array of products such as Cash, OTC Derivatives, Alternative Investments processing
  • Ability to articulate and succinctly summarizeplex issues
  • High degree of autonomy and independence while working swiftly toward deadlines
  • A thorough understanding of risk management and escalation.
  • Ability to learnplex operations processes
  • Strong process curiosity and desire to suggest and implement process improvements.
  • Ability to influence others who are often not within direct reporting line in order to achieve desirable oue
  • The natural ability to establish and build effective working relationships with local and global colleagues.
  • Excellent numerical and analytical skills
  • Excellent MS office skills including PowerPoint, Excel, Power BI proficient in Visio
  • Knowledge on Alteryx would be a plus.
  • At least 4 years' relevant experience would generally be expected to find the skills required for this role
  • WHAT YOU CAN EXPECT FROM MORGAN STANLEY :

    We aremitted 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,mitting 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,munities 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 andprehensive 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.

    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 isprised of individuals drawn from a broad cross section of the globalmunities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strongmitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents. Job ID PT-JR010287

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    Client Associate • Hong Kong

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