- Facilitation of all administrative client queries
- Client on-boarding, including preparation of account documentation, creation of client record in MSWM systems.
- Arrange and assist with maintenance of client account and records, in line with current AML/CTF, KYC Regulations
- IPO and corporate action allocation management
- Preparation of client valuations, asset allocations and reporting as required
- Assist in client asset transfers, including cash, both domestically and internationally
- Process and monitor stock settlements, including follow up with clients regarding outstanding funds.
- Prioritise competing adviser requests in a fast paced environment
- Establish and maintain relationships with other internal stakeholders and departments
- Participate in department cross-training as required
- Participate in process development initiatives in increase efficiencies
- Proactively notify client/s and FA/s of any issues recommending a solution and timeframe
- Comply with the ethical standards contained within the Company Code of Conduct
- Bachelor's degree required or equivalent education or experience
- RG 146 compliant – if not held, a requirement to undertake
- Additional product licenses may be required
- Strong computer skills including knowledge of Microsoft Office products (Word, Excel and PowerPoint)
- Highly developed interpersonal, negotiation and relationship management skills
- Detail-oriented with superior organizational skills and ability to prioritize tasks
- Expertise in Australian and global securities markets
- Knowledge of Australian and US securities regulations and compliance requirements
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Expression of Interest - Sydney, Australia - Morgan Stanley
Description
Job Description - Expression of Interest - Client Service Manager, Wealth Management
Job Description
Expression of Interest - Client Service Manager, Wealth Management
Job Number: Job Number:
Posting Date Posting Date
: Apr 24, 2024Primary Location Primary Location
: Non-Japan Asia-Australia-Queensland-BrisbaneOther Locations Other Locations
: Non-Japan Asia-Australia-Victoria-Melbourne, Non-Japan Asia-Australia-New South Wales-SydneyJob Job
: Wealth ManagementEmployment Type : Full Time
Job Level : Associate
Description
About The Company
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, the firm's employees serve clients worldwide including corporations, governments, institutions and individuals.
For over 88 years, Morgan Stanley has combined old school wisdom with a passion for what's possible. Doing so enables us to provide clients with exceptional service in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions. Together, no challenge is unmet.
Underpinning all that we do are five core values - put clients first, do the right thing, lead with exceptional ideas, commit to diversity and inclusion, and give back. These values, paired with the relentless pursuit of untapped possibilities, allow Morgan Stanley to consistently deliver first-class business in a first-class way.
About The Role
The Client Service Manager performs administrative duties to cultivate and enhance client relationships through active communication to ensure key information and documentation remain current. Additionally, the individual will be able to work in partnership with the financial advice team to produce strategy reports and develop customized financial plans for clients.
Key Accountabilities
Qualifications
Education/ Experience
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected pregnancy/maternity leave), veteran status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce.
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