Crypto Trade Support Associate at Morgan Stanley

Crypto Trade Support Associate

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.

This is an Associate position at the P2 job level within Product Support & Services, which is responsible for providing transaction support and managing post execution processes.

Key Responsibilities:

• Trade Lifecycle & Exception Management: Oversee the full post-trade lifecycle for crypto transactions, including monitoring, break resolution, and trade adjustments/cancellations.
• 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.