Private Wealth Management Asia, Client Service Manager, Singapore

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 747 offices in 42 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 Client Service Representative serves as an important team support staff for both the Investment Representative and clients. You will provide support in a series of core functions:

Client Servicing:

1. Liaising with various Business Units to ensure client documentation complies with policies and procedures
2. Ensure all client queries are promptly followed up and resolved
3. Client order taking
4. Understanding client’s overall relationship with the bank

1. Trade booking and settlement
2. Settlement and funding issues resolution
3. Margin calls follow-up and collateral issues resolution
4. Transactional documentation (e.g., client suitability and eligibility)

1. Ensure full awareness of and adherence to internal policies and procedures

1. Ensure administrative tasks are completed, e.g., travel/hotel bookings, expense claims, mailing of marketing materials