Client Processing Representative

  • location: Baltimore, MD
  • type: Contract
  • salary: $20 per hour
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job description

Client Processing Representative

job summary:
Client Processing Representative

Job Summary

A Client Processing Representative manages a selection of client accounts dealing with Global Equity based products. The position is responsible for servicing institutional clients, acting as a liaison between multiple Sales Trading Desks, including Programs trading, Electronic, Core, Syndicates, Converts, Transition, and Special Situations. Liaise with Operational teams to minimize risk to Morgan Stanley and maximize profit by protecting and enhancing client trading relationships.

Top skills/Requirements

  • Bachelor's degree in Accounting, Finance, Economics or Business Administration
  • Communication
  • Problem solving
  • Critical thinking
Scope: Trade lifecycle management post execution including, trade entry and allocation, trade matching, trade confirmation and settlement, risk management, and client service.

Product Coverage: Stock, American Depository Receipts (ADRs), Exchange Traded Funds (ETFs), Convertible Bonds, Warrants, International Option Expiries, and other Domestic and International (Global) Equities

 
location: Baltimore, Maryland
job type: Contract
work hours: 8 to 5
education: Bachelor's degree
experience: 1 Years
 
responsibilities:
Job Summary

A Client Processing Representative manages a selection of client accounts dealing with Global Equity based products. The position is responsible for servicing institutional clients, acting as a liaison between multiple Sales Trading Desks, including Programs trading, Electronic, Core, Syndicates, Converts, Transition, and Special Situations. Liaise with Operational teams to minimize risk to Morgan Stanley and maximize profit by protecting and enhancing client trading relationships.

 
qualifications:
Top skills/Requirements

  • Bachelor's degree in Accounting, Finance, Economics or Business Administration
  • Communication
  • Problem solving
  • Critical thinking
 
skills: Risk Management
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

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