
Leading company in the financial services industry
Associate - Client Onboarding & Regulatory Data Services
We’re seeking someone to join our team as an Associate in Client Onboarding and Regulatory Data Services to support the control aspects and vendor oversight in the initiation and ongoing support of client accounts, related client information, associated settlement instructions and various projects supporting this business. 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. This is an Associate level position level position within the Core Services, which is responsible for performing and managing product-agnostic and centralized operational services across several businesses and products
Team Profile:
Client Onboarding and Regulatory Data Services (CORDS) delivers industry utility solutions by aligning the right functions, people, processes and tools into multiple core disciplines offering tailored client service levels that are efficient, controlled and compliant with regulation.
Institutional Reference Data Services is a Control Team within the CORDS organization which primarily supports the control aspects and vendor oversight in the initiation and ongoing support of client accounts, related client information, associated settlement instructions and various projects supporting this business. Supported businesses include Listed Derivatives, Equity and Fixed Income cash products, Prime Brokerage, FX and non-cash products such as derivatives.
As an Institutional Reference Data Services team member, you will play a critical and active role in the day-to-day operations. This is an excellent opportunity to be one of the key members of our North America control team and position yourself for future career growth opportunities. You will provide first class level of support by reviewing, authorizing, and ensuring the proper and timely setup of accounts, maintenance of accounts, and settlement instructions completed by a vendor. You will also be responsible for ad hoc requests, updating and authorizing Firm instructions, special projects as needed, UAT testing of enhancements, and on boarding new processes as required.
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:Execute processes/functions and/or support process management and project efforts, leveraging knowledge of the systems, markets and instruments that influence the teamRecognize risk in day-to-day processes to draw out the key issues and contribute to process improvementsBuild relationships within team and internal stakeholders, sharing knowledge to contribute to team outputParticipate in projects and initiatives, aiding in solution formulation with a focus on timely executionProvide first class level of support by reviewing, authorizing, and ensuring the proper and timely setup of accounts, maintenance of accounts, and settlement instructions completed by a vendorResponsible for ad hoc requests, updating and authorizing Firm instructions, special projects as needed, UAT testing of enhancements, and on boarding new processes as required.What you'll bring to the role: Ability to establish clear goals and priorities, and address non-standard issues within area of expertise with minimal guidance and supervisionSubject matter expertise in business area supported, client requirements, and ability to ensure control is not compromised to comply with client requestsCulture carrier across Operations, embracing the Firm's core valuesAbility to handle volume spikes and prioritize work including ad-hoc requests and projects to meet business demands in a timely mannerSelf-driven, capable of performing day-to-day activities with minimal guidance and supervisionAbility to recognize potential risk issues and escalate/report on a timely basis.At least 2 years' relevant experience would generally be expected to find the skills required for this roleProficiency in MS Office (Excel, PowerPoint, and Word)Role is Hybrid and will require in office attendance 3 days/week.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.Salary range for the position: $51,000.00 - $83,000.00/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.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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Morgan Stanley 소개

Morgan Stanley
PublicMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in Midtown Manhattan, New York City.
10,001+
직원 수
New York
본사 위치
$150B
기업 가치
리뷰
10개 리뷰
4.1
10개 리뷰
워라밸
2.8
보상
4.2
문화
3.7
커리어
4.1
경영진
2.9
75%
지인 추천률
장점
Great learning opportunities and experience
High salary and bonuses
Good team dynamics and supportive colleagues
단점
Long hours during peak times
High stress and overwhelming environment
Work-life balance issues
연봉 정보
6,221개 데이터
Junior/L3
Director
Junior/L3 · Operations Analyst
441개 리포트
$83,240
총 연봉
기본급
$76,802
주식
-
보너스
$6,438
$60,778
$115,186
면접 후기
후기 6개
난이도
3.2
/ 5
소요 기간
21-35주
면접 과정
1
Application Review
2
HR Screen/HireVue
3
Technical/Behavioral Interviews
4
Superday/Final Round
5
Onsite Interview
6
Offer Decision
자주 나오는 질문
Technical Knowledge
Behavioral/STAR
Investment/Finance Concepts
Case Study
Culture Fit
최근 소식
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1w ago
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News
·
1w ago
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Bloomberg
News
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1w ago