Morgan Stanley

Client Onboarding Solutions Associate

Morgan Stanley

New York, NY, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

At Morgan Stanley, we are looking for a motivated and experienced Client Onboarding Solutions Associate with the right skills and experience to join our team and help us provide outstanding service to our clients. The successful candidate will be a key player in developing and executing our onboarding solutions, which are designed to ensure that our clients experience a smooth and efficient transition to working with us.The ideal candidate should have excellent communication skills, be highly organized, and have a strong understanding of client onboarding processes. They should also possess a combination of business acumen, technical proficiency, and customer service experience. We are looking for a team player with the ability to work in a fast-paced environment, with the ability to think outside the box and provide creative solutions to our clients’ needs. The successful candidate should also possess a high level of integrity and be able to maintain the highest standards of confidentiality.If you think you have the necessary skills and experience to join our team, we would love to hear from you.

Responsibilities:

  1. Develop and execute onboarding solutions to ensure clients experience a smooth and efficient transition to working with Morgan Stanley.
  2. Maintain a high level of customer service and ensure clients receive outstanding service.
  3. Demonstrate excellent communication skills, both verbally and in writing.
  4. Be organized and detail-oriented, with the ability to prioritize tasks and manage time efficiently.
  5. Understand client onboarding processes and possess a combination of business acumen, technical proficiency, and customer service experience.
  6. Work as part of a team in a fast-paced environment and provide creative solutions to clients’ needs.
  7. Practice a high level of integrity and maintain the highest standards of confidentiality.
Where is this job?
This job is located at New York, NY, USA
Job Qualifications
  • Ability To Work Independently And As Part Of A Team

  • Excellent Written And Verbal Communication Skills

  • Knowledge Of Financial Services Industry

  • Proficiency In Ms Office Suite

  • Problem Solving And Analytical Skills

  • Strong Customer Service Orientation

  • Experience With Client Onboarding Systems

  • Experience Working With Regulators And Legal Documents

Required Skills
  • Documentation

  • Financial Analysis

  • Research

  • Data Entry

  • Account Management

  • Communication

  • Time Management

  • Problem Solving

  • customer service

  • Risk assessment

  • Regulatory compliance

  • Organization

  • Kyc

  • Aml

  • Client Onboarding

Soft Skills
  • Communication

  • Leadership

  • Negotiation

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • Organization

  • Critical thinking

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Client Onboarding Solutions Associate in New York, NY, USA is between $50,000 and $85,000 per year. This range is an estimated average and salaries will vary depending on a variety of factors, such as education, experience, and company size.

Additional Information
Morgan Stanley is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedOctober 13th, 2023
Apply BeforeJune 21st, 2025
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About Morgan Stanley

Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors.

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