E*TRADE from Morgan Stanley · 20 hours ago
Associate - Client Onboarding Operations
New York, New York, United States of America
Full-time
Hybrid
Mid, Senior Level
$82K/yr - $133K/yr
5+ years expE*TRADE from Morgan Stanley is seeking an Associate in Client Onboarding Operations. This role involves overseeing the onboarding process, managing client relationships, and collaborating with various business units to enhance the client experience and streamline operations.
BankingFinanceFinancial Services
Responsibilities
Client Onboarding Leadership: Oversee the end-to-end onboarding process, from document collection to account initiation, ensuring all operational setups and reporting are completed ahead of client launch
Cross-Functional Coordination: Partner with Business Units, Legal, Credit, Risk, other Ops teams, and Clients to prioritize onboarding activities, resolve bottlenecks, and escalate issues to minimize business or client impact
Client Relationship Management: Act as the primary contact for fund launches and onboarding inquiries. Manage complex conversations, engage the right stakeholders, and ensure clients are accurately set up. Escalate and resolve issues with urgency and integrity
Subject Matter Expertise: Demonstrate knowledge of entity structures, regulatory requirements, jurisdictions, and internal process flows
Regulatory & Product Knowledge: Maintain awareness of market conventions and regulatory frameworks (e.g., Dodd-Frank, EMIR, MiFID II). Understand client reference data, account setup platforms, trading systems, and derivatives products (e.g., swaps, futures, options, forwards), including post-trade processes
Process Optimization & Innovation: Collaborate with internal MS stakeholders to drive process improvements and implement technology solutions that reduce risk and enhance client experience. Engage in transformation initiatives, share best practices, and promote scalable solutions across teams
Qualification
Required
Very strong relationship management, organizational and communication skills
Knowledge about the Firm's products and services
Technical understanding of transaction life cycle in one or more asset classes (Equity & FI Cash, Rates, Credit and Equity OTC Derivatives, OTC Clearing, Listed Derivatives, FX, Commodities)
Very strong interpersonal and communication skills with the ability to deal with Sales and Trading, all levels of the client organization and representatives from Morgan Stanley infrastructure teams
Client facing experience & ability to manage expectations effectively
Proven experience with external institutional client communication and interaction
Exceptional problem-solving ability
Exceptional organizational skills
Strong listening and verbal/written communications
Strong presentation skills
Ability to independently navigate the Morgan Stanley organization
Ability to work within a quickly changing environment and remain composed under pressure
Conceptual understanding of Pre & Post Execution Onboarding process across various products (Legal, Credit, Docs, NMR, Compliance etc.)
Ability to work as part of a team and adapt to the needs of the team as they arise
College/University degree or equivalent with a business focus and relevant/proven experience
Able to work in a Hybrid working environment with expectation of going to the office on average 3 days / week
At least 5-7 years' relevant experience would generally be expected to find the skills required for this role
Benefits
Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs
Company
E*TRADE from Morgan Stanley
E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2020-02-20Acquired
1996-08-16IPO
Leadership Team
Julia Miller
Executive Director, Creative Services
Recent News
2025-11-07
2025-10-14
Company data provided by crunchbase