Morgan Stanley

Private Wealth Management Asia, Night Shift Client Service Associate, Hong Kong

Morgan Stanley
Full Time
West Kowloon
Junior (less than 3 years)

Job Description

Private Wealth Management Asia, Night Shift Client Service Associate, Hong Kong

Location: Non-Japan Asia-Hong Kong-Hong Kong-Hong Kong

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
Morgan Stanley Private Wealth Management Asia is an integrated business within Institutional Securities. We provide highly personalized, best-in-class investment advice, execution services and wealth management and banking solutions to Ultra High Net Worth individuals and families across the region.

About the Role
The Night Shift Client Services Associate (CSA) serves as an important staff for PWM Hong Kong to provide support in a series of core functions at night hours to Investment Representatives (IRs) to cover the US and Europe markets:

Operational Responsibilities:

- Trade booking and settlement

- Resolving settlement and funding issues

- Handling margin calls and collateral issues

Client Servicing:

- Client account documentation (information gathering, liaising with various parties, check and follow up for documentation completion)

- General customer service (answering calls, attending to client queries)

- Client order taking

- Trade blotter maintenance

- Support IR in managing their clients’ portfolio on day to day basis

Technical Skills

  • Customer Service
  • Investment Advisory
  • Investment Management
  • Wealth Management