PWM Asia Operations Client Servicing, Associate

Morgan-Stanley; Hong Kong; On-site; HKD 480,000 - 600,000; Full time

Job summary

Morgan Stanley is seeking an Operations Client Servicing Associate to act as a key client service and escalation contact for PWM Asia Operations, coordinating with business units and internal stakeholders to support issue resolution and process improvements.

Based in Hong Kong with regional responsibilities, the role focuses on post-execution processes, training coordination, and management reporting to drive operational excellence and client satisfaction.

Qualifications

• 2+ years of experience in operations or client servicing roles.
• Familiarity with risk controls and process improvements.
• Experience collaborating with cross‑functional teams and senior stakeholders.

Responsibilities

• Execute processes and activities by applying knowledge of operational workflows, systems and financial products.
• Recognize risk in daily activities and contribute to control enhancements and process improvements.
• Build effective relationships with Operations teams and internal stakeholders to support business objectives.
• Participate in projects and strategic initiatives, contributing to solution development and timely execution.
• Act as a local Operations client service contact point for Singapore, with backup coverage for Hong Kong, supporting escalation management and issue resolution.
• Coordinate Operations-related training, stakeholder meetings, escalation metrics and management updates to drive transparency and remediation efforts.
• Produce and analyze management reporting to identify trends, highlight risks and support decision-making.
• Partner with regional and global stakeholders to enhance the client experience and promote operational excellence.

Skills

Operations experience

Client service

Escalation management

Stakeholder communication

Process improvement

Job description

We're seeking someone to join our team as an Operations Client Servicing Associate to act as a key client service and escalation contact for PWM Asia Operations, partnering with business and internal stakeholders to support operational issue resolution, training coordination, metrics reporting and process improvement.

In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships, driving strategic automation solutions by embracing a transformation mindset and challenging the status quo.

This is an Operations Client Servicing Associate position at the Associate level within Product Support & Services, which is responsible for providing transaction support and managing post execution processes.

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:

• Execute processes, functions and project activities by leveraging knowledge of operational workflows, systems and financial products
• Recognize risk in day-to-day activities and contribute to control enhancements and process improvements
• Build effective relationships with Operations teams and internal stakeholders to support business objectives
• Participate in projects and strategic initiatives, contributing to solution development and timely execution
• Act as a local Operations client service contact point for Singapore, with backup coverage for Hong Kong, supporting escalation management and issue resolution
• Coordinate Operations-related training, stakeholder meetings, escalation metrics and management updates to drive transparency and remediation efforts
• Produce and analyze management reporting to identify trends, highlight risks and support decision-making
• Partner with regional and global stakeholders to enhance the client experience and promote operational excellence

What you'll bring to the role:

• Ability to establish clear goals and priorities and address non-standard issues with minimal guidance and supervision
• Subject matter expertise in the business area supported, client requirements and operational controls
• Experience in Operations, client service, middle office or asset servicing environments
• Understanding of operational processes related to cash products, OTC derivatives, alternative investments and related asset classes
• Ability to communicate clearly with senior stakeholders and summarize complex issues in a concise and actionable manner
• Ability to influence teams outside direct reporting lines and drive timely escalation, remediation and process improvement
• Commitment to collaboration, inclusiveness and acting as a culture carrier across Operations
• At least 2 years' relevant experience would generally be expected to find the skills required for this role.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. 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. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. 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.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.