Job Description
This role is within Australia Branch Operations based in Sydney. The role primarily focuses on client service management for Australia and New Zealand based clients as well as supporting firm related cash equity trading activity from the point of post execution through to settlement, for both domestic and international equity markets. The objective of the team is to maintain a high level of value-added service and to partner with Business Units to address key internal and client issues.
Key responsibilities include:
New Client Operational Onboarding.
Primary and secondary market trades' allocation and confirmation generation to clients.
Domestic and international trade pre-matching, settlement and fails management.
Reconciliation, risk reporting & managing exception items.
External and internal client query resolution.
Focus Client Engagement.
Regulatory Reporting.
Process improvements implementation.
We are looking for high calibre people who possess the following competencies:
Ability to deal with ambiguity and act with urgency when required.
Strong communication skills, willingness to learn & transfer knowledge is imperative
Team player, must be able to collaborate across multiple operational areas
Detail oriented, focused on accuracy, prioritization & organisation skills
Ability to identify potential process improvements
Strong investigative, analytical and problem-solving skills
Acute awareness of risk, with clear focus on control and timely escalation of risk items to management
Commitment, strong work ethic & self-motivated Qualifications/experience
3-5 years' experience in an Operations role;
1-3 years' experience with a global investment bank (Equity Trade Support &/ Client services experience an advantage);
1-3 years' experience working with sales/traders & clients
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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’s goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity or expression, ****** orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected pregnancy/maternity leave), veteran status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce.
Key responsibilities include:
New Client Operational Onboarding.
Primary and secondary market trades' allocation and confirmation generation to clients.
Domestic and international trade pre-matching, settlement and fails management.
Reconciliation, risk reporting & managing exception items.
External and internal client query resolution.
Focus Client Engagement.
Regulatory Reporting.
Process improvements implementation.
We are looking for high calibre people who possess the following competencies:
Ability to deal with ambiguity and act with urgency when required.
Strong communication skills, willingness to learn & transfer knowledge is imperative
Team player, must be able to collaborate across multiple operational areas
Detail oriented, focused on accuracy, prioritization & organisation skills
Ability to identify potential process improvements
Strong investigative, analytical and problem-solving skills
Acute awareness of risk, with clear focus on control and timely escalation of risk items to management
Commitment, strong work ethic & self-motivated Qualifications/experience
3-5 years' experience in an Operations role;
1-3 years' experience with a global investment bank (Equity Trade Support &/ Client services experience an advantage);
1-3 years' experience working with sales/traders & clients
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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’s goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity or expression, ****** orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected pregnancy/maternity leave), veteran status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce.
💡 Quick Summary
Seeking a career-building opportunity? The Associate, Client Services, Equity Middle Office position is now open for candidates interested in the Customer Care sector. This role in Sydney offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Customer Care is a plus.
