The role is responsible for managing critical end-to-end onboarding activities for Senior Relationship Management (SRM) clients across the EMEA region. The primary responsibility is to deliver a seamless front-to-back onboarding experience for high-priority Focus clients, requiring frequent interaction with senior Sales teams, external clients, and multiple internal stakeholders to ensure timely completion of the onboarding process. The role supports day-to-day BAU activities for the Sales & Trading desk, primarily focusing on the onboarding pipeline for Clearing, ETD, FID, Repo, FX and Equity. It involves extensive client engagement and close collaboration with Credit, , Legal, Risk, and other control functions to manage complex and exceptional client onboarding requests while ensuring adherence to regulatory and internal policy requirements. In addition to BAU responsibilities, the role is accountable for: Monitoring weekly onboarding pipelines and tracking key deliverables. Hosting prioritization meetings with stakeholders. Managing urgent and high-priority onboarding requests with sound judgment and precision What you'll do in the role:
Client Portfolio Management
> Proactively manage onboarding of high-volume clients across multiple asset classes, ensuring exceptional service and operational efficiency.
> Serve as a subject matter expert for SRM clients, leveraging insights into client behaviours to anticipate needs and deliver tailored solutions.
> Build and maintain strong relationships with key client stakeholders, anticipating needs and delivering tailored solutions.
> Act as the primary escalation point for your SRM queries, ensuring prompt, accurate, and effective resolution of issues.
> Lead root cause analysis for recurring or high-impact problems, coordinating with cross-functional teams to implement sustainable solutions.
> Take ownership of strategic initiatives and projects outside of BAU activities, driving process improvement
> Identify process enhancements to improve client experience, operational efficiency, and risk mitigation.
> Share best practices and lessons learned across teams and departments, contributing to organizational learning and excellence.
> Lead engagement with regional and global stakeholders to elicit, challenge, document and prioritize business requirements for reporting, analytics, and process improvement initiatives.



What you'll bring to the role:
> 2-4 years of relevant experience in Client servicing or financial services roles
> Bachelor's degree required;, Finance, Data Analytics, or a related discipline preferred
> Strong proficiency in Excel and PowerPoint, with practical experience in Power BI, or similar visualization and reporting tools
> Strong analytical, problem-solving, and critical thinking skills, with a disciplined focus on data quality, controls, and attention to detail
> Excellent stakeholder management and communication skills, with the ability to present complex information clearly to senior audiences
> Ability to manage multiple priorities, influence stakeholders, work to tight deadlines and collaborate effectively across teams, functions, and regions
> Sound understanding of operational risk, governance, controls, issue management, or related regulatory reporting processes would be beneficial

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 is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.  Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.