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Senior Associate - Client Coverage

AT Morgan Stanley
Morgan Stanley

Senior Associate - Client Coverage

First point of contact for client issues as a primary account manager - oversee the client's accounts and be involved in all client issues including, but not limited to: financing, margin, trade clearing and settlement, cash management and corporate events. Communicate with client as secondary or back up account manager capacity to respond and resolve issues pertaining to trade clearing and settlement, cash management, asset transfers and corporate events. Communicate issues and ensure problems are resolved completely in a timely and accurate manner. Perform root cause analysis for their clients to increase STP and reduce client issues. Analysis of data around client balance trends and client market share. Ensuring client stays current by introducing latest prime brokerage technology and reporting suite to the client Performing activities and checks around regulatory or management checks in the area of short sales violations, analysis of cancel/ corrections of trades, aged settlements, holdings in restricted currency Provide services to the Hedge Fund clients in the areas of due diligence inquiries from potential investors, maintaining/checking client fee schedules and their accurate billing, account opening and closing for organic changes to Funds. Solving problems by effectively influencing and utilizing resource across various teams in MS 4 to 6 years of relevant experience in an Investment Bank or Custodian Bank with focus on capital markets and proficiency in financial products Chartered Accountant or M.B.A. from reputed Institutes Understanding capital markets and how products trade, settle and are accounted for Understanding of prime brokerage business Demonstration of excellent communication and relation building skills Exceptional organizational skills and a high degree of attention to detail Ability to identify and escalate issues effectively and appropriately Familiarity with basic accounting principles Generalist skill set with the ability to deal with all levels of client organization and our firm's support structure Ability to handle pressure, prioritize and multi-tasking during the course of a business day Proven ability to take ideas forward and to challenge current processes with integrity and maturity Strong project management skills Proficiency in MS Office and related applications (Word, Excel, PowerPoint, Project) 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. 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.

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Job ID: Morgan-549783140879
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • FSA
    • Virtual Fitness Classes
    • HSA
  • Parental Benefits

    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Return-to-Work Program
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Adoption Leave
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Leave of Absence
    • Volunteer Time Off
    • Personal/Sick Days
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Lunch and Learns
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
    • Internship Program
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)