Client Data Operations Specialist

  • Competitive
  • Baltimore, MD, USA
  • Permanent, Full time
  • Morgan Stanley USA
  • 13 Dec 18

Client Data Operations Specialist

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.

Operations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the full potential of IT and e-solutions. Throughout, the Operations department continually seeks ways to improve while actively supporting the development of new businesses, structures and markets.

Primary Responsibilities:

- Manage client data team who supports all businesses ensuring client data set up and maintenance.
- Collaboration with Business Unit and IT to identify, drive, and implement process improvements and technology solutions.
- Creation and maintenance of management system information including : monthly metrics, key performance indicators, key risk indicators, risk control self-assessment.
- Building strong relationships with the Business Units and Operation teams to determine best practices
- Provide high-level metrics to senior management and stakeholders across different departments in the firm, including but not limited to Information Technology, Risk Management, Sales, and Documentation
- Improve and monitor existing controls and data quality. Continuously evaluate the risk environment and look for opportunities to mitigate operational risk.
- Provide input on Business Requirement Documents for system development/enhancement and perform UAT testing


Skills Required:
- Exceptional problem solving skills; ability to offer strategic solutions to problems
- Ability to multi-task and prioritize time accordingly
- Ability to work as part of a team and adapt to the needs of the team as they arise
- Strong presentation skills
- Ability to learn a technical subject and liaise with various stakeholders
- Strong process improvement skills
- Ability to interact and influence effectively at all levels of the organization
- Excellent written and verbal communication skills
- Self-motivated with a strong sense of ownership and accountability for tasks and people
- Detail oriented and ability to adhere to strict timelines

Skills Preferred:
- Experience in the finance industry
- Experience of managing a team either locally or remotely
- Knowledge of MS suite of products including (Mainframe, Power point, Share point)