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Client Onboarding CTB Associate
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Morgan Stanley

Client Onboarding CTB Associate

Onsite United States Full Time Junior
Posted 15 hours ago
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Job Details

We're seeking someone to join our team as a Client Onboarding CTB Associate in Wealth Management Operations to provide Change Management support across the organization. The Client Onboarding Change the Bank (CTB) Associate provides support for enhancement initiatives and process improvements. The position will liaison with various organizations and governing committees within Morgan Stanley to execute key programs for Onboarding, Know your client, and reporting in operations.

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 an Associate level position within the Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships.


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:
- Completing full life cycle analysis to determine change impacts, risks, and required controls to support each implementation.
- Effectively communicate with all people who have a vested interest in the project, including internal team members and external partners.
- Reviewing and understanding the program level strategy to ensure enhancements / requirements align with the overall vision.
- Building test plans, tracking test execution, and documenting risks or concerns for key stakeholder review.
- Gathering requirements, prioritization, and known benefits from key stakeholders while becoming thoroughly educated in the process supported.

What you'll bring to the role:
- Ability to build trust and find innovative ways to improve teamwork, functions/processes and create a positive work environment
- Understanding of business area supported, client requirements, and importance of not compromising control to comply with client requests
- Culture carrier across Operations, embracing the Firm's core values
- Business Analyst expertise is required.
- Strong interpersonal skills and ability to communicate effectively both verbally and in writing.
- Ability to take initiative and thrive in a collaborative, team environment.
- At least 0-2 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'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, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Company Details
Morgan Stanley
 New York City, NY, United States
Work at 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... Read more

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