What are the responsibilities and job description for the Crypto Trade Associate position at Morgan Stanley?
Role Overview
The Crypto Trade Support Associate is a front line operations professional responsible for the post trade lifecycle, reconciliations, asset transfers, exception management, and client service for WM crypto products delivered via the E*TRADE-Zero Hash referral model. The role safeguards client experience and firm risk by executing well defined procedures, maintaining strong controls, and coordinating across WM Operations, Client Service, and our vendor partner.
Key Responsibilities
Trade Lifecycle & Exception Management
> Oversee the full post trade lifecycle for crypto transactions, including monitoring, break resolution, and trade adjustments/cancellations.
> Maintain accurate booking and audit trails in line with WM Operations standards.
Asset Transfers & Reconciliations
> Process and track crypto deposits and withdrawals, validate on chain confirmations, and resolve asset recovery issues.
> Perform daily reconciliations between Zero Hash and E*TRADE systems, investigating and resolving discrepancies promptly.
Client Service & Escalations
> Manage Tier 3 client service cases escalated from the Client Service Center, ensuring timely resolution and clear documentation.
> Act as liaison with internal teams and vendor partners for complex inquiries and operational issues.
Risk & Control Governance
> Adhere to documented procedures and control frameworks; escalate incidents and partner with Risk/Compliance on governance requirements.
> Support business continuity activities and confirm operational readiness during BCP events.
Stakeholder Coordination & Coverage
> Collaborate with WM Operations, Client Service, Risk, Technology, and Finance teams; serve as operational point of contact for vendor interactions.
> Participate in coverage rotations, including overnight monitoring and holiday/weekend support as scheduled.
Preferred
> Exposure to blockchain/on chain transactions, custody/wallet concepts, and crypto data structures.
> Experience with Salesforce case management; knowledge of Power BI/Alteryx for process insight/automation (a plus).
> Background in Trade Support disciplines (e.g., trade adjustments, reconciliations, money movement, and outage support). Required Skills
> Bachelor's degree (Finance, Business, Operations, or related) or equivalent practical experience.
> 1-3 years in trade support, operations, or reconciliation (crypto, FX, listed derivatives, or securities).
> Strong analytical skills with a controls mindset; demonstrated ability to investigate breaks and resolve exceptions under time pressure.
> Clear written/verbal communication; comfort engaging cross functional teams and documenting outcomes.
> Proficiency in Excel and case/ticketing tools; familiarity with vendor portals and operational reporting.
What You Can Expect From Morgan Stanley
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The Crypto Trade Support Associate is a front line operations professional responsible for the post trade lifecycle, reconciliations, asset transfers, exception management, and client service for WM crypto products delivered via the E*TRADE-Zero Hash referral model. The role safeguards client experience and firm risk by executing well defined procedures, maintaining strong controls, and coordinating across WM Operations, Client Service, and our vendor partner.
Key Responsibilities
Trade Lifecycle & Exception Management
> Oversee the full post trade lifecycle for crypto transactions, including monitoring, break resolution, and trade adjustments/cancellations.
> Maintain accurate booking and audit trails in line with WM Operations standards.
Asset Transfers & Reconciliations
> Process and track crypto deposits and withdrawals, validate on chain confirmations, and resolve asset recovery issues.
> Perform daily reconciliations between Zero Hash and E*TRADE systems, investigating and resolving discrepancies promptly.
Client Service & Escalations
> Manage Tier 3 client service cases escalated from the Client Service Center, ensuring timely resolution and clear documentation.
> Act as liaison with internal teams and vendor partners for complex inquiries and operational issues.
Risk & Control Governance
> Adhere to documented procedures and control frameworks; escalate incidents and partner with Risk/Compliance on governance requirements.
> Support business continuity activities and confirm operational readiness during BCP events.
Stakeholder Coordination & Coverage
> Collaborate with WM Operations, Client Service, Risk, Technology, and Finance teams; serve as operational point of contact for vendor interactions.
> Participate in coverage rotations, including overnight monitoring and holiday/weekend support as scheduled.
Preferred
> Exposure to blockchain/on chain transactions, custody/wallet concepts, and crypto data structures.
> Experience with Salesforce case management; knowledge of Power BI/Alteryx for process insight/automation (a plus).
> Background in Trade Support disciplines (e.g., trade adjustments, reconciliations, money movement, and outage support). Required Skills
> Bachelor's degree (Finance, Business, Operations, or related) or equivalent practical experience.
> 1-3 years in trade support, operations, or reconciliation (crypto, FX, listed derivatives, or securities).
> Strong analytical skills with a controls mindset; demonstrated ability to investigate breaks and resolve exceptions under time pressure.
> Clear written/verbal communication; comfort engaging cross functional teams and documenting outcomes.
> Proficiency in Excel and case/ticketing tools; familiarity with vendor portals and operational reporting.
What You Can Expect From Morgan Stanley
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).