Client Account Services, Vice President, Morgan Stanley Investment Management

Morgan Stanley

Mumbai, India
Investment management operations experience
Blackrock aladdin system knowledge
Account onboarding and transition coordination
The Client Account Services team is a newly formed global function dedicated to enhancing client experience and standardizing processes within the Investment Management Division

Job Summary

  • The Client Account Services team is a newly formed global function dedicated to enhancing client experience and standardizing processes within the Investment Management Division.
  • Responsibilities include coordinating complex client and pooled vehicle events such as onboarding, terminations, and custody transfers while ensuring timely sign-offs from internal and external parties.
  • Morgan Stanley offers a superior foundation for building a professional career with a culture that balances personal lifestyles and provides comprehensive employee benefits.

Matching Summary

The Client Account Services team is a newly formed global function dedicated to enhancing client experience and standardizing processes within the Investment Management Division.

Skills & Requirements

Must-have

  • Investment management operations experience
  • BlackRock Aladdin system knowledge
  • Account onboarding and transition coordination
  • Stakeholder and risk management skills
  • Strong verbal and written communication

Nice-to-have

  • Team leadership and junior member development
  • Automation tools like Alteryx or UiPath
  • Custody environment knowledge
  • Process improvement and change-agent mindset
  • Power BI or Salesforce experience

Key Requirements

  • Minimum 10 years of financial services experience
  • Bachelor's degree in Business preferred
  • Experience in operations or onboarding functions

Work Rights

Not specified

Tailored Resume

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