# Client Onboarding Operations Associate at Morgan Stanley

Morgan Stanley is hiring a Client Onboarding Operations Associate in New York, United States. It pays $65k-$103k a year and Level rates it Little AI ●○○○; you can [apply on Morgan Stanley](https://jobsbylevel.com/go/643ba44a-97e3-4085-aac8-3b59503906cb?utm_medium=ai-agent).

AI Level 1, AI centrality 36 out of 100. New York, New York, United States of America.

## Details

- Company: [Morgan Stanley](https://jobsbylevel.com/companies/morgan-stanley)
- AI level: AI Level 1 (score 36 out of 100)
- Location: New York, New York, United States of America
- Salary: $65k-$103k
- Posted: October 28, 2026
- Apply: https://jobsbylevel.com/go/643ba44a-97e3-4085-aac8-3b59503906cb?utm_medium=ai-agent
- Free CV review for this job: https://jobsbylevel.com/cv-review?job=client-onboarding-operations-associate-at-morgan-stanley-500d52

## Description

We’re seeking someone to join our team as an Associate in Client Onboarding Operations. The Client Onboarding team supports all product and functional areas directly and indirectly impacted by new and organic account openings related to the following divisions IED and FID, OTC Clearing and Listed Derivatives products (excluding PB). Onboarding represents the client's interests to internal counterparts, including, but not limited to, Credit Risk, Counterparty Risk, Documentation and Legal. As the central point of contact for the client away from their Sales coverage, Onboarding ensures any client issues are promptly surfaced, escalated, and resolved in a timely manner. This position requires very strong relationship management, organizational and communication skills to have a successful commercial impact on the process. In addition, knowledge about the Firm's products and services is of paramount importance to providing full-service support to the client. The Client Onboarding Group is responsible for establishing and implementing procedures and controls related to account opening as well as identifying opportunities to streamline the Onboarding process. The team works to enhance current technology to effectively capture and manage client relationship information and reference data. 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 a Director level position within 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. Interested in joining a team that’s eager to create, innovate and make an impact on the world? Read on… What you’ll do in the role: Client Onboarding Leadership: Oversee the end-to-end onboarding process, from document collection to account initiation, ensuring all operational setups and reporting are completed ahead of client launch. Cross-Functional Coordination: Partner with Business Units, Legal, Credit, Risk, other Ops teams, and Clients to prioritize onboarding activities, resolve bottlenecks, and escalate issues to minimize business or client impact. Client Relationship Management: Act as the primary contact for fund launches and onboarding inquiries. Manage complex conversations, engage the right stakeholders, and ensure clients are accurately set up. Escalate and resolve issues with urgency and integrity. Subject Matter Expertise: Demonstrate knowledge of entity structures, regulatory requirements, jurisdictions, and internal process flows. Regulatory & Product Knowledge: Maintain awareness of market conventions and regulatory frameworks (e.g., Dodd-Frank, EMIR, MiFID II). Understand client reference data, account setup platforms, trading systems, and derivatives products (e.g., swaps, futures, options, forwards), including post-trade processes. Process Optimization & Innovation: Collaborate with internal MS stakeholders to drive process improvements and implement technology solutions that reduce risk and enhance client experience. Engage in transformation initiatives, share best practices, and promote scalable solutions across teams. What you’ll bring to the role: Technical understanding of transaction life cycle in one or more asset classes (Equity & FI Cash, Rates, Credit and Equity OTC Derivatives, OTC Clearing, Listed Derivatives, FX, Commodities) Very strong interpersonal and communication skills with the ability to deal with Sales and Trading, all levels of the client organization and representatives from Morgan Stanley infrastructure teams Client facing experience & ability to manage expectations effectively Proven experience with external institutional client communication and interaction Exceptional problem-solving ability. Exceptional

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/client-onboarding-operations-associate-at-morgan-stanley-500d52

Source: https://jobsbylevel.com/jobs/client-onboarding-operations-associate-at-morgan-stanley-500d52

## Cite this page

Level. https://jobsbylevel.com/jobs/client-onboarding-operations-associate-at-morgan-stanley-500d52.

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