KYC Refresh RTB Project Support - AVP


Company Morgan Stanley
Reference 469254896
Sector Customer Services
Town/City London
Locations UK, London
Job Type Permanent
Date Posted 6th Jul

Filled

Job Description


Company Profile

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. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Department Profile

One of the largest divisions in the Firm, Operations is the first line of defence for Morgan Stanley's financial and reputational well-being and essential in delivering value to our clients. Operations is responsible for correctly settling and recording millions of transactions per day, identifying and mitigating operational risk, developing strong client relationships and partnering with technology to realize the full potential of IT and Automation. Operations has a world-class team of innovative and dedicated professionals, with a unique vantage point in the Firm interacting with all parts of the business, front to back. The Operations Senior Management team are passionate about our people development and providing best in class employee opportunities through an inclusive, forward-looking environment defined by open communication, collaboration, learning, and proactive career management.

Team Profile

Shared Service and Banking Operations delivers industry leading operational solutions by aligning the right functions, people, processes and tools into ten core disciplines offering tailored client service levels that are efficient, controlled and compliant with regulation. Our core disciplines include: Asset Servicing, Cash Management, Client Data Management, Global Banking Services, Loans Servicing, Network Management, Payments (Wireless and Disbursements), Reconciliations, Settlements and Tax Operations.

The Data Operations team is part of Shared Services and Banking Operations (SSBO). Morgan Stanley Shared Service and Banking Operations delivers industry leading operational solutions by aligning the right functions, people, processes and tools into 10 core disciplines offering tailored client service levels that are efficient, controlled and compliant with regulation. Our core disciplines are Data Operations, Asset Servicing, Cash Management, Global Banking Services, Loans Servicing, Network Management, Payments, Reconciliations, Settlements and Tax Operations.

Data Operations is responsible for Legal Entity, Client, Product and Pricing reference data for the firm. The Legal Entities Group is responsible for creating and maintaining reference data about Morgan Stanley's clients for the duration of the entire business relationship; core functions include Data management, KYC On-boarding and Refresh and other Regulatory programs support. LEGDO is a global group within Morgan Stanley's Operations division with offices in New York, London, Tokyo, Hong Kong and Budapest.

Primary Responsibilities

We currently have an opportunity to support KYC Data & Document Refresh function within LEGDO in London. The candidate will report to the Data Operations ED based in London and will have diverse responsibilities, including but not limited to the following:

- Drive throughput with offshore teams for kyc refresh
- Review procedural changes and coordination of changes
- Lead triage calls with Business and KYC teams to ensure individual issues are understood, documented and have an action plan to resolve.
- Ability to multi-task competing priorities while maintaining a high degree of accuracy and attention to detail
- Management and escalation of policy questions

Qualifications
Skills Required

- KYC management experience in large investment bank
- Experience in financial services, investment banking
- Business Analysis and/or Project Management background
- Excellent verbal and written communication abilities
- Outstanding attention to detail and analytical ability
- Advanced Microsoft Access, Excel, PowerPoint skills
- Adaptability and flexibility, ability to perform under pressure , within time constraints or in changing environment
- Ability to interact effectively with others across departments, regions and time zones
- Ability to quickly digest new information and learn new businesses and processes
- Result-focused mind set
- Demonstrated leadership experience
- Excellent written and oral communication skills
- Ability to multi-task competing priorities while maintaining a high degree of accuracy and attention to detail

Skills Desired

- Experience of working with remotely located teams and clients
- Acquaintance with LEAN
 

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