Otc High Net Worth Client Onboarding, Senior Associate, Institutional Equity Division
Morgan Stanley
Mumbai, India
Client onboarding lifecycle management
Cross-functional coordination and communication
Advanced ms excel and powerpoint skills
The role supports the Institutional Equity Division by driving operational readiness, client enablement, workflow management, and cross-functional coordination for the US region
Job Summary
The role supports the Institutional Equity Division by driving operational readiness, client enablement, workflow management, and cross-functional coordination for the US region.
Morgan Stanley offers an environment where employees are supported and empowered, with comprehensive benefits and opportunities for career growth.
The company is committed to diversity and inclusion, fostering a culture where individuals are hired, developed, and advanced based on their skills and talents.
Matching Summary
The role supports the Institutional Equity Division by driving operational readiness, client enablement, workflow management, and cross-functional coordination for the US region.
Skills & Requirements
Must-have
Client onboarding lifecycle management
Cross-functional coordination and communication
Advanced MS Excel and PowerPoint skills
Reporting and metrics generation
Time sensitive follow-ups management
Operational workflow tracking
Nice-to-have
Experience with Power Query and VBA/macros
Knowledge of Microsoft Copilot/GenAI
Basic Power BI skills
Proactive and adaptable work style
Strong analytical and problem-solving skills
Ability to work in fast paced environment
Key Requirements
MBA or CA qualification
3–5 years relevant experience in client onboarding or investment banking operations
Strong written and verbal communication skills
Experience in financial services reporting and metrics
Understanding of trade lifecycle and reference data workflows preferred