Overseeing the overall daily operations in the team Providing value-added client service to the businessĮnsuring that all operational risks are recognised and managed, providing control to the businessĭeveloping and maintaining strong internal client relationships ![]() Liaising with the front office to address queries and issues relating to their clientsĪcts as a single point of contact to other Operations teams in the firm Trade processing of after-sales activities and operational support for pre-matching Minimum 5 years Operations experience, preferably in customer serviceĪsian language skill (e.g. Strong Risk and Control Awareness: Ability to effectively prioritize workloads and work to critical deadlines The ability to work under pressure and multi-task Responsible for timely clearance of client trades and breaksĮnsure all daily controls and processing are completed and signed offĮnsure adherence to global escalation policies, maintain up to date awareness of risk policies and procedures, attest to operational procedures at required intervals and actively comply with ethics and behavior standardsĪbility to adapt to a rapidly changing business and technology environment, and to utilize all available tools and resources to service clients as efficiently as possible Single point of contact navigating the organization for our clientsĬentral Clearing Counterparty (CCP) Margin ManagementĬlient Service Margin Management and Reporting PC Skills: MS Word/Excel and MS Outlook skills are required Resolution of Settlement queries from external counterparties, Prime Brokerage Client Service Reps or Settlements teamsĮscalation to team manager of any risk or client issuesįurther education in related financial discipline an advantage Add pre-matching notes and codes so that Prime Brokerage Client Service Reps or Clients can take necessary action to ensure the trade is matched with counterparty ![]() Review unmatched trades in Morgan Stanley's global systems and take appropriate action. ![]() Key personnel to assist team member in resolving day-to-day unmatched trades' issues Liaising directly with counterparties and other operations groups to resolve unmatched issuesĭaily interaction with Prime Brokerage Client Service Reps across different geographical locations and provide latest updates to them on the unmatched issues, for clients covered by them Monitor and follow up for unmatched trades with internal teams or external parties Making sure transactions are settled and recorded correctlyĮnsuring that all operational risks are recognized and managedĭeveloping and maintaining strong relationships with Client Service team
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