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Client Service Associate, Sydney/ Melbourne - English & Mandarin Speaking

Morgan Stanley Sydney, Australie
Mise en ligne il y a 2 mois CDI Competitive
Client Service Associate, Sydney/ Melbourne - English & Mandarin Speaking

About The Company

Morgan Stanley is a global financial services firm and a market leader in investment banking, securities, investment management and wealth management services. With offices in more than 43 countries the people of Morgan Stanley are dedicated to providing our clients the finest thinking, product and services to help them achieve even the most challenging goals.

About The Role

The primary responsibility of the Client Service Associate is to work as part of a team managing all administrative aspects of The Asia Practice in a high volume, time critical environment. To be successful in this role you will need to demonstrate knowledge of the financial advice process, financial markets and product and industry trends. You will need to have a high attention to detail and should be able to prioritise your work accordingly and work well under pressure. The role will include direct contact with clients to ensure issues/queries are being addressed in a timely manner.

This role will deal specifically with Chinese clients therefore the successful candidate will need to be fluent in English & Mandarin.

Responsibilities

• Facilitation of all administrative client queries
• Client on-boarding, including preparation of account documentation, creation of client record in MSWM systems and other platforms including BT
• Arrange and assist with maintenance of client account and records, in line with current AML/CTF, KYC Regulations,
• Ensuring all accounts adhere to the firm's legal and regulatory obligations and observe the firms compliance procedures.
• Assist to manage The Asia Practice clients high risk rolling review paperwork
• IPO and corporate action allocation management
• Preparation of client valuations, asset allocations and generating investment reports as required
• Assist in client asset transfers, including cash, both domestically and internationally
• Process and monitor stock settlements, including follow up with clients regarding outstanding funds
• Assist to manage the quarterly dividends and distribution reinvestments
• Trade execution (when accredited)
• Assist with logistics and planning for The Asia Practice's client events
• Provide ad hoc translation for marketing purposes
• Establish and maintain relationships with other internal stakeholders and departments
• Participate in department cross-training as required
• Participate in process development initiatives to increase efficiencies
• Proactively notify client/s and FA/s of any issues recommending a solution and timeframe
• Comply with the ethical standards contained within the Company Code of Conduct.
• Adhere to Company policies and procedures, regulatory and legislative requirements.
• Understand US and UK tax forms like W8BEN and CRS (preferable)
• Understand Opt In, FDS and Client Consent (ie FOFA) forms (preferable)
Référence  3223472
À PROPOS DE CETTE ENTREPRISE
Hong Kong
68000 Collaborateurs Banque d'affaires / M & A

Morgan Stanley has earned a worldwide reputation for the excellence of its advice and execution in financial markets. With offices in more than 41 countries, the firm is truly global-and a market leader in the U.S., Europe and Asia as well as in emerging markets. Morgan Stanley's success rests on the talents and passion of our people, who share a common set of values and bring excellence and integrity to everything they do. We seek to grow long-term relationships by virtue of our consistently rigorous thinking and the unsurpassed access to financial markets that Morgan Stanley can bring. This means providing leadership in specific areas such as investment banking, debt and equity underwriting, research, and sales and trading. We also focus increasingly on creating custom-tailored solutions that cut across functions to help our clients realize new opportunities and solve complex problems. Our aim is to be the first choice of everyone who deals in financial markets, whether as prospective clients, employees or investors.

We believe our greatest asset is our people. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. Visit https://www.morganstanley.com/people to discover who we are and the right opportunity for you.

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