Brazil Client onboarding Operations team, as a shared services in the Branch Ops Americas, supports the Latin America IED, PB/IPB, FID, FXEM, GCM and IBD covering the following main products: Cash Equities, Stock Loan, IPOs, Custody Service, OTC Derivatives, Fixed Income, Listed Derivatives, Structured Notes (COEs), Deliverable FX and Listed Derivatives.
The team is responsible in the local market for the full client account opening operations processes and maintenance, including Know Your Customer (KYC), anti-money-laundry (AML), client reference data and regulatory reports process at two local MS regulated entities: Banco MS (bank) and MS CTVM (broker dealer). This team is also responsible for onboarding process and maintenance with local banks, brokers and clearing house of other local MS affiliates trading in Brazil. Among others, the team works very closely with other areas like MS Sales force (FID, IED, IBD and GCM), Legal, Compliance, Global Financial Crimes, and several others Operations groups with the interaction in the client accounts and its lifecycle events.

The role requires supporting the Brazil Client onboarding Operations functions on behalf of the supported entities, to include:

Contribute to refining controls and continuously improving and reducing operational risk for their respective area;
Demonstrates understanding of supporting systems and product/functional workflow of their area and are aware how their workflow impacts other areas of Operations;
Maintain a clear focus on enhancing control and continuously improving and reducing operational risk;
Partner with colleagues in different areas of the firm to deliver seamless client experience- effectively and look to navigate the firm to resolve client issues;
Articulate thoughts and ideas clearly and concisely using both written and verbal communication methods;
Understand what is important and prioritizes accordingly;
Ability to explain their role in identifying, escalating and preventing risk issues;
Understands the importance of following defined procedures;
Proactively escalates issues as they occur;
Demonstrates an understanding of local market product rules and client's (internal & external) requirements;
Takes personal responsibility for resolving client issues, is able to clearly escalate cause and resolution.

Ideally, Brazil (bank and/or broker dealer) Client onboarding Operations experience;
Fluent in English and Portuguese languages;
Proven ability to work as part of a team;
A methodical approach to analyzing/interpreting data and problem solving;
Ability to work under pressure, to time critical deadlines;
An intrinsic ability to identify priorities and deliver outputs on time to a consistently high standard;
The ability to prepare written reports to a high professional standard alongside effective verbal communication skills;
The ability to communicate clearly and decisively to colleagues and senior stakeholders will be a key candidate attribute;
An ability to think strategically, to challenge the status quo and to develop solutions to support the business towards delivering its agenda;
Experience working with Regulators, for example in the interpretation and analysis of information requests, data mining, report preparation and presentations would be beneficial;
A desire to develop their career at Morgan Stanley by demonstrating willingness over time, to develop their role and acquire new responsibilities.