职位描述
Position Summary/Overall Purpose of the Job
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.
Operations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the full potential of IT and e-solutions. Throughout, the Operations department continually seeks ways to improve while actively supporting the development of new businesses, structures and markets.
The Client Services team within Australia Wealth Management Operations is responsible for supporting client onboarding, deceased estates processing, CHESS Sponsorship and intermediary/external planner functions for the Australia Wealth Management business. The role will be part of a team whom support both local and oversea teams relating to the onboarding and ongoing maintenance of client accounts and data integrity. The candidate should have sound trade life-cycle knowledge, and experience in a similar role within the wealth management sector.
This is a part-time role with 3 days of work per week.
Key Responsibilities Include
Ensuring all daily processes and SLAs are met within applicable timeframes
Manage day to day BAU in line with team objectives and regulatory requirements
Identifying process improvements
Maintaining a culture of high performance and excellent service for both internal and external clients
Contribute to additional administration projects as requested by management
Provide exceptional client service support to internal and external clients alike
Liaise with various departments across the wealth management business
Deceased Estates processing
Chess Sponsorship
Intermediary & External Planner administration
Qualifications
Desirable tertiary qualification in Finance, Commerce.
Minimum 2 years financial markets experience.
Understanding of regulatory rules and how they apply to the business
Previous experience within similar Wealth Management role would be highly regarded.
Experience in the production of procedure writing documents, spreadsheets
Understanding of the various legislation and regulations within the financial services industry (AML, FATCA and CRS requirements)
Key Competencies / Skills
Skills Preferred
Strong investigative, analytical and problem solving skills
Acute awareness of risk, with clear focus on control and timely escalation of risk items to management
Strong attention to detail and be highly deadline oriented
Excellent teamwork skills, outgoing and motivated
Effective organisational skills
Ability to lead by example
Proficient skills in Microsoft Office – experience of spreadsheets, formulae and pivot tables is advantageous
Strong communication skills, willingness to transfer knowledge is imperative
Team player, must be able to collaborate across multiple operational areas
Taking ownership and setting expectation in line with business & team objectives.
Demonstrate the highest level of ethical standards
Excellent overall communication abilities including ability to modify approach to suit various audiences
Ability to network effectively with staff or external parties and maintains effective working relationship.
Embraces Change – Initiates and embraces change in the work environment.
Ability to prioritise and juggle workloads