Derivatives Clearing Client Service Group, Associate

We’re seeking someone to join our team as an Operations Associate to deliver exceptional client service and relationship management across Listed Derivatives and OTC Clearing, acting as a key escalation point while driving operational excellence, risk management and client experience enhancements.

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, driving strategic automation solutions by embracing a transformation mindset and challenging the status quo.

This is a Client Services & Relationship Management position at Associate level 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.

Since 1935, Morgan Stanley is known as a global leader in financial services, continuously evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

What you'll do in the role:

• Serve as the primary point of contact for daily client queries, providing timely resolutions and navigating the organization on behalf of clients

• Manage operational risk associated with margins, expiries, market events and client account activity

• Monitor client clearing activity to ensure settlement figures are accurate and accounts remain appropriately margined

• Investigate and resolve trade breaks, cash exceptions and operational discrepancies across Listed Derivatives and OTC Cleared Swaps

• Conduct client service reviews, prepare call reports and deliver client metrics and trend analysis

• Provide clients with clearing solutions, operational training and live demonstrations of client-facing tools

• Educate and influence clients on best practices, operational workflows and technology solutions

• Partner with Operations, Prime Brokerage, Sales and Technology teams to identify process inefficiencies and implement enhancements

• Support the calculation and adjustment of commissions, fees and P&L-related figures for clients

• Contribute to the development, testing and rollout of new client technology solutions while maintaining a strong focus on risk and control

What you'll bring to the role:

• Comprehensive knowledge and understanding of functional area responsibilities and operational/compliance policies and procedures

• Ability to operate independently across a range of client servicing and relationship management activities

• Culture carrier across Operations, embracing the Firm’s core values

• Experience in Futures & Options, Derivatives Clearing or broader derivatives operations and client service environments

• Knowledge of Listed Derivatives and OTC derivatives markets, including clearing and post-trade processes

• Understanding of Hong Kong Exchange (HKEX) rules, regulations and market practices

• Ability to manage multiple priorities and perform effectively in a high-volume, deadline-driven environment

• Strong communication and relationship management skills with internal and external stakeholders

• Experience identifying process improvement opportunities and implementing operational enhancements

• Ability to analyze client activity, operational metrics and trends to support strategic decision-making

• Fluency in Mandarin and/or Cantonese preferred

• Demonstrated commitment to control, risk management and operational excellence

• At least 4 years' relevant experience would generally be expected to find the skills required for this role.