We’re seeking someone to join our team as an Operations Associate to deliver exceptional client service and relationship management across Listed Derivatives and OTC Clearing, acting as a key escalation point while driving operational excellence, risk management and client experience enhancements.
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 Client Services & Relationship Management position at Associate level within Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships.
Since 1935, Morgan Stanley is known as a global leader in financial services, continuously evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
What you'll do in the role:
Serve as the primary point of contact for daily client queries, providing timely resolutions and navigating the organization on behalf of clients
Manage operational risk associated with margins, expiries, market events and client account activity
Monitor client clearing activity to ensure settlement figures are accurate and accounts remain appropriately margined
Investigate and resolve trade breaks, cash exceptions and operational discrepancies across Listed Derivatives and OTC Cleared Swaps
Conduct client service reviews, prepare call reports and deliver client metrics and trend analysis
Provide clients with clearing solutions, operational training and live demonstrations of client-facing tools
Educate and influence clients on best practices, operational workflows and technology solutions
Partner with Operations, Prime Brokerage, Sales and Technology teams to identify process inefficiencies and implement enhancements
Support the calculation and adjustment of commissions, fees and P&L-related figures for clients
Contribute to the development, testing and rollout of new client technology solutions while maintaining a strong focus on risk and control
What you'll bring to the role:
Comprehensive knowledge and understanding of functional area responsibilities and operational/compliance policies and procedures
Ability to operate independently across a range of client servicing and relationship management activities
Culture carrier across Operations, embracing the Firm’s core values
Experience in Futures & Options, Derivatives Clearing or broader derivatives operations and client service environments
Knowledge of Listed Derivatives and OTC derivatives markets, including clearing and post-trade processes
Understanding of Hong Kong Exchange (HKEX) rules, regulations and market practices
Ability to manage multiple priorities and perform effectively in a high-volume, deadline-driven environment
Strong communication and relationship management skills with internal and external stakeholders
Experience identifying process improvement opportunities and implementing operational enhancements
Ability to analyze client activity, operational metrics and trends to support strategic decision-making
Fluency in Mandarin and/or Cantonese preferred
Demonstrated commitment to control, risk management and operational excellence
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:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing 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, communities 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 and comprehensive 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.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit:https://www.morganstanley.com/people-opportunities/eeo
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, our firm's employees serve clients worldwide including corporations, governments, institutions and individuals.
We are committed to maintaining the first-class service and high standard of excellence that have always defined the firm and everything we do is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back.
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