Client Service

"Largest and most experienced client service team in the industry"

With one of the largest and most experienced teams in the industry, the Morgan Stanley Client Service team has a comprehensive understanding of all fund strategies and of the needs of different clients ranging from small boutiques to large institutions.

Each client is assigned a dedicated client service representative and back-up representative. The representatives act as a single point of contact for any client query and work in small teams reporting to a client service manager. Morgan Stanley operates with a low ratio of clients to each client service representative, maintaining the client service team at excess capacity, and thereby allowing Morgan Stanley to maintain an exceptional quality of service, facilitating both growth and consistent back-up support.

Morgan Stanley is committed to enhancing client service and conducts annual client surveys and frequent review meetings assessing client workflow, operational issues and appropriate uses of technology. With a strong emphasis on operational controls and efficiency, Morgan Stanley has developed industry leading corporate action processing technology, and maintains a very high settlement success rate.

With client service representatives based in London, Paris, Hong Kong and Tokyo and in the United States in New York and San Francisco, Morgan Stanley can provide a truly global service for clients that trade across time zones or require out-of-hours service.

Working in an "STP" straight through processing environment, on the same global proprietary technology platform, "MSPA" Morgan Stanley Portfolio Accounting, clients receive the same comprehensive reporting wherever they are based in the world. All reporting is available to clients well in advance of the start of day.

MSPA delivers comprehensive reporting on every aspect of client accounts via Morgan Stanley's secure client internet portal "ClientLINK". Clients have considerable flexibility in reviewing the data either as "pdf" reports, data extracts or as customisable online queries with full position history available. MSPA allows for complete report re-run ability, thereby creating a real-time update capability.

Prime Brokerage is continually developing its technology suite to fulfil the requirements of its client base.