We're seeking someone to join our team as an Associate in the Client Onboarding & Due Diligence Automation Team within the Firm's Wealth Management Operations Group to provide support across the COBDD organization to centralized support for enhancement initiatives and process improvements. The position will liaison with various organizations and governing committees within Morgan Stanley to execute key programs in operations. The COBDD Automation Associate is a part of Wealth Management Operations and is responsible for business analysis of the Onboarding, due diligences, and reporting enhancements in Operations.

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 an Associate level position level position within the 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.

• Execute processes/functions and/or support process management and project efforts, leveraging knowledge of the systems, markets and instruments that influence the team
• Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements
• Build relationships within team and partner with the Business Units, including Private Bankers, Lending Advisors and Branch Risk Officers, to ensure appropriate client onboarding processes and required due diligence is completed
• Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution
• Assisting with key initiatives related to increasing efficiencies and reducing operational risks.
• Updating project plans that align to the enhancement vision, scope, and timelines.
• Reviewing and understanding the program level strategy to ensure enhancements / requirements align with the overall vision.
• Gathering requirements, prioritization, and known benefits from key stakeholders while becoming thoroughly educated in the process supported.
• Building test plans, tracking test execution, and documenting risks or concerns for key stakeholder review.
• Process mapping existing and new processes and assessing / implementation controls
• Completing full life cycle analysis to determine change impacts, risks, and required controls to support each implementation.

• Ability to establish clear goals and priorities, and address non-standard issues within area of expertise with minimal guidance and supervision
• Subject matter expertise in business area supported, client requirements, and ability to ensure control is not compromised to comply with client requests
• Culture carrier across Operations, embracing the Firm's core values
• Strong interpersonal skills and ability to communicate effectively both verbally and in writing.
• Strong time management skills and ability to set own schedule without falling behind on tasks.
• Detail-oriented, strong organizational skills and ability to multitask projects in a fast-paced & changing environment both independently & collaboratively.
• Ability to take initiative and thrive in a collaborative, team environment.
• Ability to handle highly confidential information with appropriate discretion.
• Ability work in a matrixed organization; leveraging resources across the organization to complete deliverables.
• At least 2 years' relevant experience would generally be expected to find the skills required for this role