About The Position

This position within ISG Equity Operations - Derivatives Clearing Client Service Group involves extensive contact with our clients, our colleagues in Operations, Prime Brokerage and our global sales force. We're seeking someone to join our team as a Client Services Manager within the Derivatives Clearing Operations space to be a single point of contact for daily client queries, navigating the organization for our clients. Risk management of margins, expiries & market events. Client service reviews and meetings, sending call reports, client metrics and trend analysis. Increase availability of client self-service tools, get it right for clients first time, Identify and automate manual processes, thus reducing firm risk. Review and improve client STP rates. Provide clients with clearing solutions, training and live demos, also handling various administrative duties. In the Operations division, we partner with the business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position within the ISG Equity Operations Since 1935, Morgan Stanley is known as a global leader in financial services, always 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: Acting as the first point of contact for all day-to-day client issues, including; coordinating margin cash moves, FX processing and facilitating the expiry process.- Building strong relationships with internal and external stakeholders Conducting regular client service reviews and performing root cause analysis of metrics for the client. Escalating exceptions and understanding of the team's key risks and controls and the importance of client confidentiality Recognize risk in day-to-day processes to draw out the key issues and leverage detailed knowledge to propose changes in process Train others, allocate tasks and support with first line escalation where required Share expert knowledge across the team, contribute to team output and development, building relationships across the Firm Understanding and applying the various regulatory requirements of Exchanges, CCP's, and Competent bodies- EMIR Article 39, CASS, etc.- Understanding Clearing and exchange commission, fees and P&L figures for clients What you'll bring to the role: Basic knowledge and understanding of functional area and operational/compliance policies and procedures Ability to operate independently with respect to some job responsibilities Ability to build relationships within team, internal stakeholders and clients Participate in knowledge sharing to contribute to team output Want to embrace and participate in Morgan Stanleys core values

Requirements

  • Basic knowledge and understanding of functional area and operational/compliance policies and procedures
  • Ability to operate independently with respect to some job responsibilities
  • Ability to build relationships within team, internal stakeholders and clients
  • Participate in knowledge sharing to contribute to team output
  • Want to embrace and participate in Morgan Stanleys core values
  • Entry level knowledge of Listed Derivatives or OTC Clearing
  • Previous client service skills preferred
  • Experience with escalating situations early, where required
  • Previous experience in multi-tasking and prioritising key deliverables

Responsibilities

  • Acting as the first point of contact for all day-to-day client issues, including; coordinating margin cash moves, FX processing and facilitating the expiry process.
  • Building strong relationships with internal and external stakeholders
  • Conducting regular client service reviews and performing root cause analysis of metrics for the client.
  • Escalating exceptions and understanding of the team's key risks and controls and the importance of client confidentiality
  • Recognize risk in day-to-day processes to draw out the key issues and leverage detailed knowledge to propose changes in process
  • Train others, allocate tasks and support with first line escalation where required
  • Share expert knowledge across the team, contribute to team output and development, building relationships across the Firm
  • Understanding and applying the various regulatory requirements of Exchanges, CCP's, and Competent bodies- EMIR Article 39, CASS, etc.
  • Understanding Clearing and exchange commission, fees and P&L figures for clients
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service