IED - Prime Brokerage - Client Services
About The Position
The Account Manager is responsible for servicing a variety of institutional clients. This position requires strong relationship management skills to help build a true partnership between our clients and Morgan Stanley. The Account Manager is considered the central point of contact for our clients and acts as a conduit between the client and the rest of the firm, providing escalation support, navigation, and helping to deliver tangible solutions. On a daily basis, the Account Manager oversees the client’s accounts and is involved in all aspects of the client’s business including, but not limited to: financing, margin, trade clearing and settlement, corporate events, and reporting. The Account Manager communicates issues and ensures problems are resolved in a timely and accurate manner, thus building a level of trust between the client and Morgan Stanley. Additionally, the Account Manager is responsible for adding value to our clients with the goal of tighter integration of the two firms to help drive additional business. Account Managers add value to our clients by developing a deep understanding of the client’s business and helping to identify, sell and implement best practice solutions with regard to technology, market access and operations. Knowledge of the Firm's products and services and understanding how to use that knowledge to draw the client closer to Morgan Stanley is essential.
Requirements
- Bachelor’s degree with a business focus
- Must have minimum of 3-5 years of Prime Brokerage Client Service or Prime Brokerage Operations support experience
- Demonstrate an understanding of capital markets
- Understanding of operational flows
- Demonstration of excellent communication skills
- Exceptional problem solving proficiency
- Ability to handle pressure, prioritize and multi-task during the course of a business day
- Proficiency: Microsoft Office (Outlook, Excel, Word, PowerPoint) and general knowledge of software programming/development a plus
- Strong interpersonal and communication skills
Responsibilities
- Build relationships with key decision makers at the client
- Daily client communication and interaction
- Conduit between Prime Brokerage (PB) operations and the client
- Manage the efficiency, timeliness and daily risk of PB/Client workflow
- Introducing PB technology and services to the client
- Cross selling the firm's products and technology
- Delivering all of Morgan Stanley services / capabilities to the client
- Reviewing balance trends and client market share
- Assessing PB revenue with service offering to ensure proper balance
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
