Client Onboarding & Discovery, Projects :Strategic Blueprint
Morgan Stanley - Purchase, NY

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This position is responsible for the execution of project activities associated with the New Account Opening/Client Experience business program throughout the project life cycle from initiation to implementation. Business scope includes Client Onboarding & Discovery, new account Welcome Books and Thank You letters, Profile Confirmations and all associated and ancillary processes. Focus is on data gathering approach and process integration across systems and platform.

 Identify business needs and strategies within the application areas noted above.
 Coordinate or develop Business Requirements Documents and other project specifications, work orders, and change controls.
 Interact with operations and technology partners throughout the project life cycle including the review and preparation of functional requirements specifications.
 Serve as business subject matter expert for the application areas noted above. This includes command of both business process and system function.
 Work with business and project partners to fully assess impacts of new development.
 Support service of branch inquiries and problem resolution.
 Develop and execute User Acceptance test plans and condition catalogs.
 Facilitate defect management and resolution.
 Perform “point of release” quality assurance on new software implementations.
 Create new, or update existing, training materials and user guides.
 Prepare initial drafts of field communications and announcements.
 Execute rollout/implementation strategies.
 Work with appropriate service desks to effectively transfer knowledge for post-implementation production support.
 Assist with meeting preparation and facilitation.
 Perform other miscellaneous project management tasks and methodologies as directed by the Product / Project Manager.
 Liaise with broader business, operations, and technology Project Management Offices.

Skills Required

 Minimum three to five years Financial Services experience required.
 Demonstrated prior project management skills required.
 Strong writing skills required.
 Strong verbal skills required.
 Must be able to effectively communicate in both business and technical contexts.
 Strong analytical, process-oriented, problem-solving/issues-resolution skills required.
 Ability to work independently in a multi-tasking, deadline-driven environment required.
 Individual must demonstrate ability to accelerate learning curve.
 Working knowledge of Microsoft Excel, Word, and PowerPoint required.
 Knowledge of Adobe Acrobat and Visio strongly preferred.
 BA or BS required. Advanced degree helpful but not required.
 Series 7 helpful, but not required.

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One of the world's top investment banks, Morgan Stanley serves up a smorgasbord of financial services. The company operates...