PWM Asia Operations Client Servicing, Associate

Morgan Stanley Asia Limited; Hong Kong; On-site; HKD 520,000 - 680,000; Full time

Job summary

Morgan Stanley Asia Limited is seeking an Operations Client Servicing Associate at the Associate level to act as a key client service and escalation contact for PWM Asia Operations, partnering with business and internal stakeholders to support issue resolution, training coordination, metrics reporting and process improvement.

In Operations, the team supports financial transactions, implements controls and develops client relationships while driving automation and transformation.

Qualifications

• Ability to set clear goals and priorities with minimal guidance.
• Subject matter expertise in the supported business area and related operational controls.
• Experience in Operations, client service, middle office or asset servicing.
• Understanding of cash products, OTC derivatives, alternative investments and related asset classes.
• Ability to communicate with senior stakeholders and summarize complex issues concisely.
• Ability to influence teams outside direct reporting lines and drive timely escalation and improvements.
• Commitment to collaboration and fostering an inclusive culture in Operations.

Responsibilities

• Execute processes, functions and project activities with knowledge of workflows, systems and financial products.
• Identify risks in daily activities and contribute to control improvements.
• Build effective relationships with Operations teams and internal stakeholders.
• Participate in projects and strategic initiatives, aiding solution development and timely execution.
• Act as local Operations client service contact for Singapore, with backup for Hong Kong, supporting escalation and issue resolution.
• Coordinate training, stakeholder meetings, escalation metrics and management updates to drive transparency and remediation.
• Produce and analyze management reporting to identify trends, risks and support decisions.
• Partner with regional and global stakeholders to enhance client experience and promote operational excellence.

Skills

Clear goals

Subject-matter expertise

Operations experience

Client service experience

Middle office / asset servicing

Operational processes knowledge

Stakeholder communication

Influence and escalation

Job description

PWM Asia Operations Client Servicing, Associate

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.

Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.

Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.