Scope: Trade lifecycle management post execution including, trade entry and allocation, trade matching, trade confirmation and settlement, risk management, and client service.
Role: 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.
Product Coverage: Stock, American Depository Receipts (ADRs), Exchange Traded Funds (ETFs), Convertible Bonds, Warrants, International Option Expiries, and other Domestic and International (Global) Equities