Morgan Stanley ( http://www.morganstanley.com/ ) is a leading global financial services firm providing investment banking, securities, investment management and wealth management services. With offices in more than 43 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals.
Department Profile - Fixed Income Division
MSET- FX sits within the Fixed Income Division and is responsible for all aspects of e-commerce within Foreign Exchange. This includes Sales, Client Services, IT development, Analytics and Risk Management. This area has evolved from meeting the increasingly complex needs of our clients for e-commerce solutions for best execution. The MSET-FX model is based on the Morgan Stanley's market leading Equities business.
Team Profile - Electronic FX (eFX) Client Services
Electronic FX Client Services is a global team with responsibilities for on boarding clients to both Morgan Stanley trading and research systems and 3rd party systems. We handle all the queries from the initial sales calls or client expressing an interest to handling issues with platforms once on line. For this we need to work closely with internal areas of MS such as Credit and Legal during the approvals process, and then technology and IT for trouble shooting issues when mapping the correct accounts for clients to trade electronically. Once on boarded we work with the existing salesforce and clients to make sure that the new user has a high level of service during the first login particularly to MS systems. We are increasingly moving towards an Account Management role within MSET-FX.
(1) Client Onboarding - Manage and coordinate the onboarding process of clients onto eFX platforms - Coordinate with the eFX Mumbai team to ensure on-boarding tasks are complete
(2) Vendor management - Work with 3rd party vendors closely to ensure onboarding requests are addressed promptly - Understanding the vendor's onboarding pipeline and identify prospective clients to the firm - Performance review with vendors to identify gaps
(3) Account management - Tier 3 client management - Matrix demo and training for equity PB clients - System troubleshooting for clients facing IT issues. Client services to work closely with tech support to help troubleshoot issues for clients*LI-JG1
- Knowledge of FX Cash, Options and NDF products - An understanding of operational procedures and controls - Ability to multi task and liaise with multiple internal and external stakeholders - Excellent communication skills in English necessary, fluency in Mandarin preferred - High level of accuracy and attention to detail - Ability and desire to work in a team-centred environment, whilst possessing the confidence to work individually - Ability to work under pressure in a time sensitive and deadline driven environment - A high level of competence with IT - Educated to degree level - Knowledge of 3rd party EFX trading systems such as FXALL, Bloomberg and 360T - Experience in supporting and working with high volume electronic platforms - Experience in account and vendor management