Trade Support_Associate_Product Support & Services ISG
Customer Service
Mumbai, Maharashtra, India
We're seeking someone to join our team as a Director in ISG Equity Operations which supports a wide range of products/ markets and clients – this extends to equity products settling via Euroclear, DTC and International domestic settlement.
In the Operations Division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is for a Director level withing Product Support & Services ISG.
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
What you'll do in the role:
- Serve as a subject matter expert within functional area, working with Team Manager to manage processes, risks and/or projects, proposing and implementing improvements/changes
- Act as key problem solver for area or expertise, applying detailed knowledge to address unique or novel situations, recognize risks and draw out key issues
- Coordinate work, train and develop other team members where required, including task allocation, and project contribution
- Daily processing functions - trade allocations and generating confirmations to the clients; monitoring unmatched trades and taking prompt action for a timely settlement; dealing with various queries from the clients and the sales traders; reviewing and monitoring risk reports and cleaning up exception items; static data maintenance and confirmation delivery details and building client relationship through day-to-day processing and contacts.
- Internal and external clients have different needs, the ability to communicate in a clear and concise way is vital. In addition, it is necessary to adapt to client specific needs in a positive way. Maintaining a good relationship with the various departments globally
- Experience of working in a client service role is preferable, along with a sound understanding of financial markets and products. A proven record of accomplishment of learning new products and understanding business concepts is required
- The role requires extensive interaction with clients both internally and externally - the ability to maintain and build excellent client relationships is a priority. The role requires the individual to be articulate with excellent communication skills at all levels.
- Ability to use the tools and technology available to improve the workflow, meet internal benchmarks and those set by the client. An understanding of market initiatives and new technology are critical to providing a high level of customer service.
What you'll bring to the role:
- Ability to lead by example, work with drive and determination, and put forward challenging views to senior levels
- Comprehensive knowledge and understanding of functional area and operational/compliance policies and procedures of their team\
- Ability to operate independently across the majority of day-to-day responsibilities
- Culture carrier across Operations, embracing the Firm's core values and acting as a role model
- Oversee allocation booking, confirmation matching, and settlement readiness
- Ensure proactive pre-matching and follow-ups to minimize settlement risk
- Partner with global stakeholders (Sales, Trading, CSG, MSFS) for seamless execution
- Drive client onboarding support, including account setup readiness
- Monitor and improve STP rates, timeliness metrics, and operational KPIs
- At least 4 years' relevant experience would generally be expected to find the skills required for this role
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.