Associate - Client Onboarding & Regulatory Data Services

Morgan StanleyBaltimore, MD
2d$51,000 - $83,000

About The Position

Execute processes/functions and/or support process management and project efforts, leveraging knowledge of the systems, markets and instruments that influence the team Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements Build relationships within team and internal stakeholders, sharing knowledge to contribute to team output Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution 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 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. Ability to establish clear goals and priorities, and address non-standard issues within area of expertise with minimal guidance and supervision Subject matter expertise in business area supported, client requirements, and ability to ensure control is not compromised to comply with client requests Culture carrier across Operations, embracing the Firm's core values Ability to handle volume spikes and prioritize work including ad-hoc requests and projects to meet business demands in a timely manner Self-driven, capable of performing day-to-day activities with minimal guidance and supervision Ability to recognize potential risk issues and escalate/report on a timely basis. 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. 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.

Requirements

  • At least 2 years' relevant experience would generally be expected to find the skills required for this role
  • Proficiency in MS Office (Excel, PowerPoint, and Word)

Responsibilities

  • Execute processes/functions and/or support process management and project efforts
  • Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements
  • Build relationships within team and internal stakeholders, sharing knowledge to contribute to team output
  • Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution
  • 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
  • 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.
  • Ability to establish clear goals and priorities, and address non-standard issues within area of expertise with minimal guidance and supervision
  • Subject matter expertise in business area supported, client requirements, and ability to ensure control is not compromised to comply with client requests
  • Culture carrier across Operations, embracing the Firm's core values
  • Ability to handle volume spikes and prioritize work including ad-hoc requests and projects to meet business demands in a timely manner
  • Self-driven, capable of performing day-to-day activities with minimal guidance and supervision
  • Ability to recognize potential risk issues and escalate/report on a timely basis.
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