Otc High Net Worth Client Onboarding, Senior Associate, Institutional Equity Division
Morgan Stanley
Mumbai, India
Client onboarding lifecycle support
Cross-functional coordination
Ms excel and powerpoint proficiency
The OTC HNW Client Onboarding process supports IED by driving operational readiness, client enablement, workflow management, and cross‑functional coordination
Job Summary
The OTC HNW Client Onboarding process supports IED by driving operational readiness, client enablement, workflow management, and cross‑functional coordination.
This role is responsible for facilitating and coordinating the client onboarding process, ensuring smooth communication across Sales, Trading, Onboarding team, Operations, Clients, and supporting teams.
The role involves reporting, governance, tracking, and administrative support for the New York team, contributing to process enhancement initiatives.
Matching Summary
The OTC HNW Client Onboarding process supports IED by driving operational readiness, client enablement, workflow management, and cross‑functional coordination.
Skills & Requirements
Must-have
Client onboarding lifecycle support
Cross-functional coordination
MS Excel and PowerPoint proficiency
Time-sensitive follow-ups
Reporting and metrics generation
Nice-to-have
AI assisted automation
Proactive and adaptable
Strong analytical skills
Key Requirements
MBA / CA with 3-5 years relevant experience
Experience in client onboarding facilitation
Experience in investment banking operations
Experience in client service or sales support
Experience with Power Query, VBA/macros, Python desirable
Hands-on knowledge of Microsoft Copilot/GenAI desirable