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 ethic. 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 SHARED SERVICES & BANKING OPS (SSBO) encompasses the following functions: Position Services Cash and Security Settlements Cash Management Network Management Tax Utility Global Loans Servicing Reconciliation Utility SSBO Projects Reference Data Services Background on the Team The Client Reporting and Entitlements Services (CRES) team is responsible for ensuring that all documents are received, accounts, reports and entitlements are set up prior to the client's scheduled launch date. They further liaise with other downstream stream team to ensure they acknowledge and make the appropriate action when a new client account is opened. The team's responsibilities also include maintaining referential data throughout the life-cycle of the relationship up to and including account closure - ensuring entitlements and relationships are inactivated, contacts are removed, and reports are deleted. The Global CRES team is structured into distinct functional groups aligned with complexity; Data Creation and Data Maintenance. Team manages the Data Creation work stream and are responsible for oversight of multiple functions for a client launch. This structure continues to leverage functional experts however; model promotes a better client service experience for the business. Primary Responsibilities: Opening and linking of accounts on Prime Brokerage system. Setting up of accounts on Portfolio accounting system and setting up Client reporting. Setting up of accounts for 3rd Party reporting based on documentation. Requesting of Secure Id's for Client and 3rd Party users. Quality checking the creation and maintenance of client accounts. Quality checking the creation and maintenance of client access. Risk management through the daily review of priority clients, adhering to benchmarks and Service Level Agreements. Escalate potential issues to the team leader. Recommend opportunities to increase efficiency / productivity through analysing resource and system usage, and identifying processing weaknesses Support the team manager in rolling out new initiatives and developments within the team