Morgan Stanley · 10 hours ago
Associate - Client Onboarding Operations
New York, NY
Full-time
Hybrid
Mid, Senior Level
$82K/yr - $133K/yr
5+ years expMorgan Stanley is a leading global financial services firm, and they are seeking an Associate in Client Onboarding Operations. This role involves overseeing the client onboarding process, managing client relationships, and collaborating with various internal teams to ensure a smooth onboarding experience for clients.
Asset ManagementFinanceFinancial ServicesLending
Responsibilities
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
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
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
Demonstrate knowledge of entity structures, regulatory requirements, jurisdictions, and internal process flows
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
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
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
10001+ employees
H1B Sponsorship
Morgan Stanley has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (222)
2024 (195)
2023 (173)
2022 (153)
2021 (165)
2020 (173)
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Leadership Team
James Gorman
Chairman and CEO
Ted Pick
Chief Executive Officer (CEO)
Recent News
South China Morning Post
2026-01-25
Company data provided by crunchbase