Client Account Services, Associate – Morgan Stanley Investment Management
Morgan Stanley
Mumbai, India
On-site
Client and pool vehicle event coordination
Onboarding, termination, and transition activities
Single point of contact for internal and external parties
Client Account Services is a newly formed global team within the Investment Management Division focused on enhancing client experience and standardizing processes
Job Summary
Client Account Services is a newly formed global team within the Investment Management Division focused on enhancing client experience and standardizing processes.
The role involves supporting equity, fixed income, multi-asset, liquidity, and alternative businesses, coordinating client and pooled vehicle events.
Morgan Stanley offers a superior foundation for building a professional career with a philosophy that balances personal lifestyles, perspectives, and needs.
Matching Summary
Client Account Services is a newly formed global team within the Investment Management Division focused on enhancing client experience and standardizing processes.
Skills & Requirements
Must-have
Client and Pool Vehicle Event Coordination
Onboarding, termination, and transition activities
Single point of contact for internal and external parties
Timely and accurate account setup and modification
Global workflow tools updates
Track documentation for onboarding events
Stakeholder progress updates and query responses
Nice-to-have
Process enhancement and automation identification
Change-agent mindset
Experience with process improvement
Key Requirements
Bachelor's Degree (Business degree preferred)
Prior experience in financial services and/or client onboarding
Sound understanding of investment management
Excellent client service skills
Strong attention to detail
Excellent organizational and project management skills
Ability to interact with multiple internal and external parties