Client Onboarding CTB Associate

Morgan Stanley • South Jordan, UT

1d

About The Position

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.

Requirements

• 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

Responsibilities

• 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 This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed