Client Coverage - chez Ms

Client Coverage, Associate, Prime Brokerage.

We’re seeking someone to join our team as Associate who is responsible for overseeing all aspects of the client’s accounts including financing, margin, trade clearing and settlement, cash management, and corporate actions.

In the Prime Brokerage and Institutional Equity division, we provide our clients around the world with intellectual insights and innovative product solutions and services that help them generate alpha.

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:

• Serve as the primary account manager and first point of contact for client issues, overseeing all aspects of the client’s accounts including financing, margin, trade clearing and settlement, cash management, and corporate actions.

• Act as a secondary or backup account manager, addressing and resolving client queries related to trade clearing and settlement, asset transfers, cash management, and corporate actions.

• Function as the Project Manager for handholding the entire client onboarding process across all asset classes and client types.

• Support client integration by hosting weekly calls, providing regular updates, tracking follow-up items, and managing client expectations regarding next steps and timelines.

• Monitor and analyse financial products—including equities, bonds, options, futures, repos, CDS, MBS, swaps, and OTC derivatives—tracking cash flows and performance via Morgan Stanley reporting platforms.

• Research corporate actions impacting client portfolios and ensure accurate processing in line with event terms.

• Handle inquiries from clients and fund administrators with professionalism and responsiveness

• Provide support to hedge fund clients in areas such as investor due diligence, fee schedule maintenance and verification, accurate billing, and account lifecycle management.

• Ensure timely and accurate resolution of client issues, escalating where necessary and maintaining clear communication throughout.

• Conduct root cause analysis to improve straight-through processing (STP) and reduce recurring client issues.

• Analyse client data, including balance trends and market share, to identify patterns and opportunities.

• Keep clients informed and up to date by introducing the latest prime brokerage technologies and reporting tools.

• Resolve complex issues by leveraging cross-functional collaboration and influencing stakeholders across various teams.

What you’ll bring to the role:

• CA/ 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)

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 opportunities employer. 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.