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VP, Client Services - Client Onboarding & Ref Data Svc

Morgan Stanley Asia Limited

  • Company Industries:Others

Job Information

  • Post Date:2024-10-16
  • Location:Hong Kong
  • Employment Type:Full time
  • Job Function:Client  Services  

Job Description

What you'll do in the role:

•  Develop staff, lead projects and control deployment of resources, owning management tools/methods such as work queues, checklists, depth charts and calendars

•  Set direction and expectations for your team(s), defining training plans and transfer of expert knowledge to contribute to team output and development

•  Contribute to business plan for area, establish risk/contingency plans, raise and address issues with urgency when required

•  Build and manage relationships with clients and internal stakeholders that include but not limited to, Sales, Credit, BU Risk, COO's, KYC/AML to ensure a timely and smooth client onboarding experience.

•  Organize and lead face-to-face meetings with clients and key senior managers within our organization for prioritization, escalation management and to share BU updates

•  Partner with our global counterparts to identify key issues, trends and efficiency opportunities that can be addressed with clients/BUs with the goal of enhancing entire onboarding process

•  Lead projects and initiatives that will further advance the Onboarding strategic vision of providing value added services to our clients

•  Maintain active dialogue with various vendor relationships and industry utilities across product and functional areas

•  Look for client / business operational efficiencies and commercial opportunities

 

What you'll bring to the role:

•  At least 6 years' relevant experience would generally be expected to find the skills required for this role

•  Strong relationship building skills serving as a role model for client service

•  Ability to think commercially, understand the impact of initiatives, risks on the operational budget

•  Experience in managing teams, enhancing control, continuous improvement and reducing operational risk

•  Culture carrier and role model, representing and leading the Firm's core values to influence and motivate those around you

•  Experience in financial industry within Operations roles. Client onboarding, Client relationship management and Project Management experience preferred

•  Technical understanding of transaction lifecycle in one or more asset classes (Rates, Credit and Equity Derivatives Swaps, FX, Sec Lending, Commodities) preferred

•  Proven experience with external institutional client communication and interaction

•  Ability to work across global departments to build credibility and strong relationships

•  Strong analytical, numerical and inter personal skills

•  Prioritization and time management skills

•  Problem solving through initiative and tenacity

•  Ability to multi-task and grasp new concepts quickly

•  Ability to work under pressure and achieve results, whilst maintaining a professional, friendly and client focused approach

Company Info

Morgan Stanley Asia Limited

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