Hybrid Client Onboarding Operations Specialist

Morgan-Stanley; Town of Islip (NY); Hybride; USD 65 000 - 103 000; Plein temps

Avantages offerts par ce poste

Hybrid working environment

Résumé du poste

Morgan Stanley is seeking an Associate in Client Onboarding Operations to oversee the end-to-end onboarding process, from document collection to account initiation, ensuring that operational setups and reporting are ready before client launch.

The role requires strong relationship management, organizational and communication skills to deliver timely, accurate client onboarding and to collaborate with Legal, Credit, Risk, and other teams in a hybrid work environment.

Qualifications

• Experience managing end-to-end onboarding processes for institutional clients.
• Strong ability to coordinate with Legal, Credit, Risk and Operations teams.
• Proven track record of effective client communication and issue resolution.

Responsabilités

• Oversee end-to-end onboarding from document collection to account initiation.
• Partner with Legal, Credit, Risk, and other Ops teams to prioritize onboarding activities.
• Manage fund launches and onboarding inquiries with clear stakeholder engagement.
• Escalate and resolve issues with urgency and integrity, minimizing client impact.

Connaissances

Relationship management

Organizational skills

Communication skills

Client onboarding experience

Formation

Bachelor's degree in Business

Description du poste

Morgan Stanley is seeking an Associate in Client Onboarding Operations to oversee the end-to-end onboarding process, from document collection to account initiation, ensuring that operational setups and reporting are ready before client launch.

The role requires strong relationship management, organizational and communication skills to deliver timely, accurate client onboarding and to collaborate with Legal, Credit, Risk, and other teams in a hybrid work environment.