Client Account Services, Vice President - Morgan Stanley Investment Management

Morgan Stanley

3.1

(72)

Remote

Why you should apply for a job to Morgan Stanley:

  • Our best-in-class Return to Work program is an excellent opportunity to re-engage and pick up where you left off after a career break.
  • Whether you're welcoming a new addition, watching your children grow or caring for aging parents, there’s support.
  • An employee stock purchase program, 401(k) retirement savings, 529 plans with a company match, IRAs? Check, check, check and check.
  • #549794114735

    Position summary

    anagement of all market opening activities. Ensure that market renewals are processed prior to market expiry for jurisdictions in scope such as India, Indonesia, Egypt, Slovenia. Initiate market fee payments requests with internal teams where applicable Ensure that client expectations are understood and accomplished and there is a timely response to client queries and requests. Ensure stakeholders are aware of progress with regular status updates and prompt responses to queries including facilitating regular event meetings. Prepare management information and metrics. Ensure issues and incidents are escalated in a timely manner and tracked to conclusion. Support cyclical risk management activities including BCP, audits, control assessments, entitlement reviews etc. Participate in CAS team initiatives and projects and support the design and implementation of new technology, workflows and processes. Support the training and development of junior team members and assist in the maintenance of procedures and team documentation. Other duties related to the support of the global CAS Team as required. A sound understanding of investment management including mutual funds, preferably with a focus on client service and onboarding. Excellent client service including strong verbal and written communication skills. Strong attention to detail and risk awareness. Excellent organizational and project management skills. Ability to interact with multiple internal and external parties including clients, client relationship managers, legal, compliance, investment teams, sales, and other functional operations teams. Ability to manage various tasks at once and work with several members of the team simultaneously. Ability to work effectively with minimal supervision. Good knowledge of the custody environment Knowledge of SEBI regulations and requirements relating to Foreign Portfolio Investors (FPIs) Experience in managing a team or developing junior team members would be useful. Knowledge of automation tools like Alteryx, UI Path and Power BI and/or BlackRock Aladdin or Salesforce would be an added benefit. Bachelor's Degree (Business degree preferred) and a minimum of 10 years of experience in financial services or a related client service or onboarding function. 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://https://www.morganstanley.com/about-us/global-offices into your browser. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

    Why you should apply for a job to Morgan Stanley:

  • Our best-in-class Return to Work program is an excellent opportunity to re-engage and pick up where you left off after a career break.
  • Whether you're welcoming a new addition, watching your children grow or caring for aging parents, there’s support.
  • An employee stock purchase program, 401(k) retirement savings, 529 plans with a company match, IRAs? Check, check, check and check.