Morgan Stanley · 21 hours ago
Associate - Client Onboarding & Regulatory Data Services
Baltimore, MD
Full-time
Hybrid
Entry Level
$51K/yr - $83K/yr
2+ years expMorgan Stanley is a leading financial services firm that raises, manages, and allocates capital for its clients. They are seeking an Associate in Client Onboarding and Regulatory Data Services to support control aspects and vendor oversight in the management of client accounts and related information.
Asset ManagementFinanceFinancial ServicesLending
Responsibilities
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 internal stakeholders, sharing knowledge to contribute to team output
Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution
Provide first class level of support by reviewing, authorizing, and ensuring the proper and timely setup of accounts, maintenance of accounts, and settlement instructions completed by a vendor
Responsible for ad hoc requests, updating and authorizing Firm instructions, special projects as needed, UAT testing of enhancements, and on boarding new processes as required
Qualification
Required
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
Ability to handle volume spikes and prioritize work including ad-hoc requests and projects to meet business demands in a timely manner
Self-driven, capable of performing day-to-day activities with minimal guidance and supervision
Ability to recognize potential risk issues and escalate/report on a timely basis
At least 2 years' relevant experience would generally be expected to find the skills required for this role
Proficiency in MS Office (Excel, PowerPoint, and Word)
Benefits
Medical
Prescription Drug
Dental
Vision
Health Savings Account
Dependent Day Care Savings Account
Life Insurance
Disability and Other Insurance Plans
Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)
10 Paid Holidays
401(k)
Short/Long Term Disability
Company
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
10001+ employees
H1B Sponsorship
Morgan Stanley has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (222)
2024 (195)
2023 (173)
2022 (153)
2021 (165)
2020 (173)
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Leadership Team
James Gorman
Chairman and CEO
Ted Pick
Chief Executive Officer (CEO)
Recent News
2026-02-07
Private Banker International
2026-02-06
Company data provided by crunchbase