Otc High Net Worth Client Onboarding, Senior Associate, Institutional Equity Division
Morgan Stanley
Mumbai, India
On-site
Client onboarding lifecycle management
Cross-functional coordination
Stakeholder communication
This role supports the Institutional Equity Division by driving operational readiness and client enablement for the US region's client onboarding lifecycle
Job Summary
This role supports the Institutional Equity Division by driving operational readiness and client enablement for the US region's client onboarding lifecycle.
Responsibilities include facilitating and coordinating the onboarding process, ensuring smooth communication across Sales, Trading, Operations, and clients.
The position involves identifying automation opportunities using AI, Excel macros, and Power BI to enhance efficiency and reduce manual effort.
Matching Summary
This role supports the Institutional Equity Division by driving operational readiness and client enablement for the US region's client onboarding lifecycle.
Skills & Requirements
Must-have
Client onboarding lifecycle management
Cross-functional coordination
Stakeholder communication
Workflow management
Advanced MS Excel and PowerPoint
Nice-to-have
AI assisted automation
Process enhancement initiatives
Risk and controls management
Trade lifecycle understanding
Key Requirements
MBA / CA with 3–5 years of relevant experience
Experience in client onboarding facilitation
Experience in investment banking operations
Experience in client service or sales support
Demonstrated experience in reporting and metrics
Experience with Power Query, VBA/macros, Python desirable
Hands-on knowledge of Microsoft Copilot/GenAI desirable