Client Service Representative – Listed Derivatives & OTC Clearing Client Service Representative – Listed Derivatives  …

Morgan Stanley
in Glasgow, Scotland, United Kingdom
Permanent, Full time
Be the first to apply
Morgan Stanley
in Glasgow, Scotland, United Kingdom
Permanent, Full time
Be the first to apply
See job description for details

Company Profile:

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Glasgow Profile:

Morgan Stanley’s Glasgow office employs in excess of 1,300 staff across Operations, Technology, Legal and Compliance, Internal Audit, Fund Services and Finance. Due to our growing business, we have a demand for career minded people to join our teams. Our opportunities offer unrivalled scope for progression and training within a fast paced, meritocratic and constantly changing environment. Morgan Stanley pride themselves on maintaining a culture which champions diversity, an inclusive environment for all, recognition and an opportunity to give back to our communities through various local charity partnerships. The office is located centrally and enjoys the additional benefits of an onsite gym and restaurant.

Department Profile:

One of the largest divisions in the Firm, Operations is the first line of defence for Morgan Stanley's financial and reputational well-being and essential in delivering value to our clients. Operations is responsible for correctly settling and recording millions of transactions per day, identifying and mitigating operational risk, developing strong client relationships and partnering with technology to realize the full potential of IT and Automation. Operations has a world-class team of innovative and dedicated professionals, with a unique vantage point in the Firm interacting with all parts of the business, front to back. The Operations Senior Management team are passionate about our people development and providing best in class employee opportunities through an inclusive, forward-looking environment defined by open communication, collaboration, learning, and proactive career management.

Team Profile:

ISG Product Operations is a world-class global team of dedicated professionals, performing a myriad of functions, all with a common purpose: to manage Morgan Stanley's Clearing and Trading & Client operational processes and deliver value to our clients in a controlled and efficient way. The broad organization partners closely with Sales and Trading to develop and implement new products and services as well as drive efficiency and reduce risk in our processes. At all times we are focused on delivering quality service to clients both internal and external.

This position within the Clearing Operations Client Service Group in ISGPO involves extensive contact with our external clients as well as our internal stakeholders including Prime Brokerage, Sales, Client Relationship Management, Onboarding ,Non-Marketarket Risk and various teams across operations. The role's primary responsibility is to maintain and develop positive client and stakeholder relationships for Listed Derivative and OTC Clearing acting as the primary contact for the client.

The Client Service Manager Representative role includes the management of all aspects of the client interaction including providing technical and product advice. The Representative will also partner with business unit stakeholders to assist in growing the business. Qualified applicants must be adaptable to change, given the changing regulatory and operational environment. With these changes and variety of work, effective time management and commercial acumen is paramount as our aim is to provide excellent client service for all of our client's operational needs whilst effectively managing risk within the organisation.

Primary Responsibilities:

Serve as the primary point of contact for Listed Derivatives and OTC clearing clients.
-Develop the overall relationship with your assigned population of clients. Act as a point of escalation for operational queries/issues.
-Partner with internal colleagues to ensure the accurate and timely collateral management calls, meeting both regulatory requirements and client requests.
- Manage the timely resolution of all client queries
- Develop and maintain relationships with internal clients and stakeholders.
- Be aware of technology changes and upcoming functionality and impact to clients
- Propose developments to improve our clients' experience and to make our processes more efficient.
- Oversee the onboarding of new and organic accounts to ensure they are setup in a timely manner with both internal and external parties.
-Create client metrics packs and review with clients on a regular basis
- Escalate in a timely manner to enable effective risk managemen t


Skills Required:

- Previous client service experience with asset managers, hedge funds, corporate clients, CTA's
- Experience within Listed Derivatives and OTC client clearing
- Strong interpersonal and relationship management skills, being able to communicate clearly and concisely in all manners including face-to-face, phone and email
- The ability to work under pressure and multitask
- Possess robust analytical skills, an attention to detail and a keen awareness of risk
- Candidate should be a self-starter with the ability to work either on their own initiative as well as be a solid team player
- Possess an ability to identify and deliver process improvements
- Strong Microsoft Excel skills /PowerPoint

Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing and advancing individuals based on their skills and talents. *LI-ZP1