IED - Prime Brokerage - Client Services
$100k - $140kMorgan Stanley
Morgan Stanley Prime Brokerage Client Service Account Manager 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 1,200 offices in 43 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 dynamic. 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 For more than 30 years, Morgan Stanley has led the industry and set the standard for excellence in Prime Brokerage. Our broad and deep client relationships, market‑leading platform and intellectual insights enable us to be a world‑class service provider to our clients for their financing, market‑access and portfolio management needs. As part of the Institutional Equity Division, Prime Brokerage is a strategic partner to hedge funds and institutional clients across the globe. Prime Brokerage provides clients with clearing and custody services, securities lending and financing, risk analytics, consulting, introductions to potential investors, and access to world‑class proprietary technology. Prime Brokerage acts as a portal into the firm and assists clients with navigating Morgan Stanley’s vast resources such as Equity Sales and Trading, Derivatives, Securities Lending, Technology and Operations. Account Manager Job Description The Account Manager is responsible for servicing a variety of institutional clients. This position requires strong relationship management skills to help build a true partnership between our clients and Morgan Stanley. The Account Manager is considered the central point of contact for our clients and acts as a conduit between the client and the rest of the firm, providing escalation support, navigation, and helping to deliver tangible solutions. On a daily basis, the Account Manager oversees the client’s accounts and is involved in all aspects of the client’s business including, but not limited to: financing, margin, trade clearing and settlement, corporate events, and reporting. The Account Manager communicates issues and ensures problems are resolved in a timely and accurate manner, thus building a level of trust between the client and Morgan Stanley. Additionally, the Account Manager is responsible for adding value to our clients with the goal of tighter integration of the two firms to help drive additional business. Account Managers add value to our clients by developing a deep understanding of the client’s business and helping to identify, sell and implement best practice solutions with regard to technology, market access and operations. Knowledge of the Firm's products and services and understanding how to use that knowledge to draw the client closer to Morgan Stanley is essential. Responsibilities Build relationships with key decision makers at the client Daily client communication and interaction Conduit between Prime Brokerage (PB) operations and the client Manage the efficiency, timeliness and daily risk of PB/Client workflow Introducing PB technology and services to the client Cross selling the firm's products and technology Delivering all of Morgan Stanley services / capabilities to the client Reviewing balance trends and client market share Assessing PB revenue with service offering to ensure proper balance Qualifications Bachelor’s degree with a business focus Must have minimum of 3-5 years of Prime Brokerage Client Service or Prime Brokerage Operations support experience Demonstrate an understanding of capital markets Understanding of operational flows Demonstration of excellent communication skills Exceptional problem solving proficiency Ability to handle pressure, prioritize and multi‑task during the course of a business day Proficiency: Microsoft Office (Outlook, Excel, Word, PowerPoint) and general knowledge of software programming/development a plus Strong interpersonal and communication skills
WHAT YOU CAN EXPECT FROM MORGAN STANLEY
We are committed to maintaining the first‑class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work‑life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste into your browser. Expected base pay rates for the role will be between $100,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long‑term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). #J-18808-Ljbffr Morgan Stanley$98.96k - $148.44k
The Account Management group within Prime Services is responsible for the overall client experience. The Account Manager should fully understand the strategies... ...across the Futures, OTC Clearing & FX Prime Brokerage product suite (FDC). The Account Manager is also tasked...SuggestedFull time$95.64k - $143.46k
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- ...Requirements: ~ A proven team player working in a Co-Prime/Overlay Sales Role ~5+ years of outside enterprise software sales... ...of the Pledge 1% model, providing product, grants and community service to those in need. We are proud to be #1 in PEOPLE's Top 50 Companies...Flexible hours
- ...financial technologies in Latin America. The ideal candidate will have a minimum of 3 years of sales experience, particularly in the brokerage industry, and a proven track record in achieving targets. You will manage the sales cycle and identify new opportunities using...
$200k
...Vice President, Markets Lawyer -Prime Brokerage & Fixed Income Financing To ensure that the activities of the business units in the Markets... ...division on matters arising from the relevant products/services provided by the Markets division. Subject matter support in...Hourly payTemporary work$59.04k - $103.75k
...that actually act across the entire enterprise. Why This Role? The Prime Position: As a Data Foundation AE, you carry quota for both... ...on the full picture - work experience, volunteer roles, military service, entrepreneurship, and other leadership experience all count. Preferred...Work experience placementWork at officeShift work$191k - $305k
...advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo....Work experience placementShift work- ...performing culture. Job Title: Director, Prime Services Sales - New York, NY Global Banking... ...Scotiabank’s strong U.S. presence provides our clients an important bridge to this key global... ...clients to expand the Prime Brokerage platform. Serve as the primary point of...Local areaFlexible hours
- JPMorgan Chase & Co. is seeking an Analyst in New York to support relationship management and day-to-day client engagement in the Prime Financial Services Group. The successful candidate will perform quantitative analysis, assist in client requests related to regulatory...
- J.P. Morgan in New York seeks an Analyst for its Prime Financial Services team. This role involves supporting relationship management, analyzing client metrics, and engaging with clients on new products and regulatory updates. Candidates should hold a Bachelor's degree...
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$150k - $180k
...with a portfolio of securities finance clients across traders, broker‑dealers, agent lenders... ...closely with product, client services and implementation teams to ensure successful... ...across trading, middle or back office, prime brokerage, agency lending, financing desks or...Remote work- ...funding coordination, leveraging your expertise to drive process improvements and ensure project success. As a Prime Brokerage Margin-Client Service Operations Associate within JPMorgan Chase, you will play a pivotal role in managing the operations of the pre- and...
$115k - $125k
...Jefferies Prime Services Equity Swap Support (Associate/AVP) The Jefferies Prime Services Equity Swap Support/Client Service Representative is responsible for the client support and... ...working directly with the firms cash brokerage and equity swap clients, along with operational...Full timePart timeLocal area- JCW Group is seeking a Risk Manager in New York to join their Prime Services Risk team. This high-impact position involves stress testing,... ...have 4-5 years of experience in risk management within prime brokerage or institutional lending, with a strong understanding of...
$90k - $110k
...Position: Private Client Account Executive Employment Status: Full-Time, Remote Optional... ...is a boutique personal insurance brokerage focused on the unique needs of successful... ...clients, ensuring a high level of customer service and is an integral part of our service team...Full timeWork at officeRemote work- A leading bank in the Americas is seeking a Director, Prime Services Sales in New York. The role involves managing client relationships, originating new business, and providing strategic advice on financing solutions. Candidates must have over 12 years in securities financing...
- ...incremental/upsell/renewal activities. This is a prime opportunity to join a key innovator in... ...Establish expectations and KPIs via client kick‑off call & internal alignment Complete... .../or ad tech account management, client service, or customer success experience ~...Full timeRemote work
$180k - $293k
...Job Description Job Duties: Vice President, Client Services - Prime with Goldman Sachs & Co. LLC in New York, New York. Manage relationships with hedge fund clients and advise them on all facets of the capital raising process including investor targeting, fund positioning...Work at office- ...Overview Liviniti is seeking an Account Executive to join the Client Services Team. The Account Executive is the senior resource focused... ...Industries Hospitals and Health Care, Insurance and Employee Benefit Funds, and Insurance Agencies and Brokerages #J-18808-Ljbffr...Full timeWork at officeLocal areaImmediate startRemote workWork from homeWeekend work
- ...Drive revenue by on boarding new drayage clients Build relationships with prospective... ...clients supply chain for ways to expand service offerings Actively generates new sales leads... ...Qualifications 4+ years in freight brokerage 2+ years in Drayage/FTL sales Generate and...Local area
$64.8k - $140k
...Risk Strategies Company Retirement Plan Services seeks an experienced and highly skilled... ...Account Manager to lead a portfolio of clients. This role requires a deep understanding... ...Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk...Hourly payWork at office2 days per week1 day per week$50k - $55k
...company providing internet marketing services and proprietary lead generation... ...home‐buyers and sellers for its client base of real estate agents, teams, and brokerages. There are almost 2 million real... ...professionals in the U.S. who are prime prospects for our suite of...Work experience placement$51.8k - $75k
...The Account Manager's main responsibility is to manage daily client service needs for a designated book of business within the Fine Art space... ...license. ~2+ Years of experience in a Property & Casualty brokerage environment. Knowledge of Property & Casualty business. ~...Hourly payContract workLocal areaRemote work$85k - $95k
...the job As a Senior Account Manager, you will work within the Client Services team. This role is tasked with overseeing and executing brand... ...trips with clients throughout the year which will require travel (ie London, Rome, San Diego, Seattle) Managing & working...Contract workLocal areaRemote workFlexible hours$51.8k - $85k
...The Account Manager's main responsibility is to manage daily client service needs for a designated book of business within the Fine Art space... ...Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance...Hourly pay
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