Investment Management - Client Account Services - Vice President

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.

Client Account Services (“CAS”) is a newly formed global team within the Investment Management Division (“IM”), its objective is to enhance client experience and to standardize processes and technology and improve partnership and synergies with other client facing functions. CAS supports the equity, fixed income, multi-asset, liquidity and alternative businesses for IM, playing an integral role in servicing clients and coordinating client and pooled vehicle events including onboarding of new business, account transitions and terminations.

The team works closely with IM business stakeholders, outsourced vendors, counterparties and other external parties to ensure completion on all deliverables. Morgan Stanley’s Investment Management’s product range is continually evolving into new product and strategy areas, demanding ever changing infrastructure and solutions.

• Client and Pool Vehicle Event Coordination: Responsible for the facilitation of client and pooled vehicle events including onboarding, termination, custody transfer, in-specie transfer and other related transition activities. Coordinate global events including management of the event pipeline, agreeing event prioritisation with stakeholders and the supervision of activities performed by junior team members.
• Complex Solution Project Management: Partner with key stakeholders from Product Development and Client Relationship Management to define and document the requirements for bespoke client solutions. Facilitate design workshops and coordinate with Operations, Technology, third-party vendors and other stakeholders as needed to define the operating model.
• Stakeholder and Risk Management: Ensure that client expectations are understood and accomplished and there is a timely response to client queries and requests. Ensure stakeholders are aware of progress with regular status updates and prompt responses to queries.

• A sound understanding of investment management, preferably with a focus on client service and onboarding.
• A strong background in Operations, Custody, Fund Administration or mutual fund product development and implementation.
• Excellent client service including strong verbal and written communication skills.
• Strong attention to detail and risk awareness.
• Excellent organizational and project management skills.
• Ability to interact with multiple internal and external parties including clients, client relationship managers, legal, compliance, investment teams, sales, and other functional operations teams.
• Ability to manage various tasks at once and work with several members of the team simultaneously.
• Ability to work effectively with minimal supervision.

• An understanding of public and private assets would be beneficial.

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - 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.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.