Client Onboarding & Regulatory Data Ops Specialist

Morgan-Stanley; Baltimore (MD); On-site; USD 51,000 - 83,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Paid Time Off

Job summary

Morgan Stanley is seeking an Associate for the CORDS team to support control functions, oversee vendor activities, coordinate post-account opening setups, and manage client information throughout the lifecycle.

In Operations, you will work with business units to implement effective controls, identify risks, and drive efficient processes. Collaboration with internal stakeholders and timely execution are essential.

Qualifications

• At least 2 years' relevant experience would generally be expected to find the skills required for this role.
• Subject matter expertise in the supported business area and ability to ensure controls are not compromised to comply with client requests.
• Culture carrier across Operations, embracing the Firm's core values.
• Ability to manage high volumes of work and competing priorities with minimal supervision.
• Ability to leverage AI tools to improve efficiency and reduce process redundancies.

Responsibilities

• Execute processes/functions and/or support process management and project efforts, leveraging knowledge of the systems, markets and instruments that influence the team.
• Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements.
• Build relationships within team and internal stakeholders, sharing knowledge to contribute to team output.
• Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution.
• Review and ensure accuracy of vendor activities and ensuring KRI/KPI metrics are met.
• Manage ad hoc requests and reprioritize work effectively to meet urgent business needs.

Job description

Morgan Stanley is seeking an Associate for the CORDS team to support control functions, oversee vendor activities, coordinate post-account opening setups, and manage client information throughout the lifecycle.

In Operations, you will work with business units to implement effective controls, identify risks, and drive efficient processes. Collaboration with internal stakeholders and timely execution are essential.