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Morgan Stanley · 7 hours ago

IED - Prime Brokerage Client Service - Account Manager - Analyst/Associate

San Francisco, CA

Full-time

Onsite

Mid, Senior Level

$100K/yr - $140K/yr

3+ years exp

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking and wealth management services. The Account Manager is responsible for servicing a variety of institutional clients, overseeing their accounts, and ensuring effective communication and problem resolution between clients and the firm.

Asset ManagementFinanceFinancial ServicesLending

Responsibilities

Build relationships with key decision makers at the client

Daily client communication and interaction

Conduit between Prime Brokerage (PB) operations and the client

Manage the efficiency, timeliness and daily risk of PB/Client workflow

Introducing PB technology and services to the client

Cross selling the firm's products and technology

Delivering all of Morgan Stanley services / capabilities to the client

Reviewing balance trends and client market share

Assessing PB revenue with service offering to ensure proper balance

Qualification

Prime Brokerage Client ServiceCapital Markets UnderstandingOperational Flows KnowledgeMicrosoft Office ProficiencyMulti-taskCommunication SkillsProblem Solving ProficiencyInterpersonal Skills