Client Onboarding Engineer

Client Onboarding Engineer - Associate Level

In the Technology division at Morgan Stanley, we leverage innovation to build essential connections and capabilities that power our Firm. We enable our clients and colleagues to redefine markets and shape the future of our communities. This Software Engineering III position at the Associate level is part of the job family responsible for developing and maintaining software solutions that support business needs.

About Morgan Stanley

Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals worldwide achieve their financial goals. We are looking for passionate innovators eager to create, innovate, and make a global impact.

Technology at Morgan Stanley

Our Technology division acts as a strategic partner, collaborating with business units and leading technology companies to transform how we conduct business in global, complex, and dynamic financial markets. Our significant investment in technology drives quantitative trading systems, cutting-edge modeling and simulation software, comprehensive risk and security systems, and robust client-relationship capabilities, all supported by a worldwide infrastructure. Our insights, applications, and infrastructure provide a competitive edge to our clients and our own business.

Institutional Securities Technology (IST)

The Institutional Securities Technology (IST) division is responsible for the technology strategy and bespoke technology solutions that drive and enable the institutional business and enterprise-wide functions. With a global footprint of approximately 4,000 resources, managing our talent pool and responding to business demand is a complex and dynamic challenge.

Prime Brokerage & Client Onboarding

Morgan Stanley has set the industry standard for excellence in prime brokerage, leveraging deep client relationships, a market-leading platform, and intellectual insights to provide world-class service for financing, market access, and portfolio management. Our Electronic Trading (MSET) offers global electronic access across cash equities, options, and futures, with tools including algorithms, smart order routing, and direct market access. The client onboarding and integration team engages with clients, vendors, sales, operations, and technology to onboard and support Institutional Securities/Prime Brokerage clients globally.

Role and Responsibilities

We are seeking a quality-driven, creative Client Integration/Onboarding specialist focused on onboarding clients to our Prime Brokerage platform. This role involves acting as the primary point of contact for clients and vendors regarding onboarding and connectivity. You will advise on formats, educate clients on platform functionality, connection capabilities, and expected messages. Key responsibilities include:

• Building and maintaining positive relationships with clients and vendors.
• Collaborating with multiple internal groups to drive tasks to completion.
• Staying updated on market reforms, product releases, and how our offerings can meet client needs.
• Developing a strong understanding of all asset classes and lifecycle events.
• Creating client setups in the UAT environment for client testing.
• Engaging with business counterparts, operations, and development teams.
• Tracking and following up to ensure timelines are met and keeping all parties informed of progress.
• Developing solutions that contribute to a seamless client integration experience.

What You'll Do In The Role

• Lead the end-to-end onboarding of clients onto Morgan Stanley's technology platform.
• Work closely with clients, internal technology teams, and operations to gather requirements, define integration specifications, and troubleshoot issues.
• Create and maintain documentation for the onboarding process, specifications, and best-practice procedures for our electronic clients.
• Demonstrate excellent interpersonal skills, a positive attitude, and a team-player mentality.
• Exhibit a strong sense of ownership, attention to detail, and accountability for your work.
• Utilize experience with Linux, FIX protocol, SQL, XML, CSV, Shell Scripting, Perl, PGP, and FTP/SFTP.

What You'll Bring To The Role

We are looking for candidates with at least 4 years of relevant experience. You should possess the ability to process information, translate it into actionable plans, and present clear summaries to stakeholders. An experienced understanding of the business line and discipline is essential.

What You Can Expect From Morgan Stanley

At Morgan Stanley, we empower our clients by raising, managing, and allocating capital. With a 90-year history, our differentiated approach is guided by core values: putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back. These values shape our daily decisions to benefit our clients, communities, and over 80,000 employees across 1,200 offices in 42 countries.

You will have the opportunity to work alongside top talent in a supportive and empowering environment. Our teams are comprised of relentless collaborators and creative thinkers, fueled by diverse backgrounds and experiences. We are committed to supporting our employees and their families with attractive and comprehensive benefits and perks. Ample opportunities for career mobility exist for those demonstrating passion and grit.

To explore our global offices, please visit: https://www.morganstanley.com/about-us/global-offices

Compensation and Benefits

Expected base pay for this role is between $90,000 and $150,000 annually. This is just the base salary; the total compensation package may include commissions, incentive compensation, discretionary bonuses, and other short/long-term incentives, along with comprehensive Morgan Stanley sponsored benefits.

Commitment to Diversity and Inclusion

Morgan Stanley strives to build and maintain a diverse workforce, reflecting a variety of experiences and backgrounds, united by our standards of integrity and excellence. We aim to attract and retain the best talent from all pools, making us the employer of choice. We are committed to equal employment opportunity without discrimination or harassment based on race, color, religion, creed, age, sex, gender identity, sexual orientation, national origin, citizenship, disability, marital status, veteran status, genetic information, or any other protected characteristic.

Morgan Stanley is an equal opportunity employer dedicated to diversifying its workforce (M/F/Disability/Vet).

Key skills/competency

• Client Onboarding
• Integration Specialist
• Prime Brokerage
• FIX Protocol
• SQL
• XML
• Shell Scripting
• Linux
• UAT Testing
• Relationship Management