Client Account Servicing – Associate

Morgan Stanley

Mumbai, India
Not specified; not specified; comprehensive employ...
Strong knowledge of investment management industry
Experience with investment management agreements (imas)
Excellent documentation and attention to detail skills
The role supports senior members of the Global Client Service and Relationship Management teams within the Sales & Marketing division

Job Summary

  • The role supports senior members of the Global Client Service and Relationship Management teams within the Sales & Marketing division.
  • Responsibilities include managing IMA amendments, coordinating KYC activities, and ensuring accurate updates across firm systems.
  • Morgan Stanley offers a comprehensive suite of employee benefits and opportunities to move about the business for those showing passion.

Matching Summary

The role supports senior members of the Global Client Service and Relationship Management teams within the Sales & Marketing division.

Salary

Not specified; Not specified; Comprehensive employee benefits and perks mentioned

Skills & Requirements

Must-have

  • Strong knowledge of investment management industry
  • Experience with Investment Management Agreements (IMAs)
  • Excellent documentation and attention to detail skills
  • Ability to collaborate across global teams
  • Proficiency in MS Excel, Word, and PowerPoint

Nice-to-have

  • Documentation, legal, or paralegal background
  • Process enhancement and workflow improvement initiatives
  • Flexibility and adaptability to evolving priorities
  • Global mindset with independent work capability

Key Requirements

  • Minimum 4-5 years of relevant industry experience
  • Bachelor's degree required
  • Strong understanding of regulatory considerations

Work Rights

Not specified

Tailored Resume

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