Client Account Servicing – Associate

Morgan Stanley

Mumbai, India
On-site
Manage ima amendments
Implement contract amendments
Process amendment instructions
Manage IMA amendments for existing clients and oversee all related documentation, with a strong focus on accurately capturing and maintaining MSIM obligations

Job Summary

  • Manage IMA amendments for existing clients and oversee all related documentation, with a strong focus on accurately capturing and maintaining MSIM obligations.
  • Collaborate with Global Client Services, Sales, and Relationship Management teams across regions to support client‑servicing requirements.
  • Support process enhancement initiatives by identifying efficiency opportunities and contributing to workflow improvements.

Matching Summary

Manage IMA amendments for existing clients and oversee all related documentation, with a strong focus on accurately capturing and maintaining MSIM obligations.

Skills & Requirements

Must-have

  • Manage IMA amendments
  • Implement contract amendments
  • Process amendment instructions
  • Respond to client queries
  • Coordinate Due Diligence Questionnaires

Nice-to-have

  • Global mindset
  • Fast-paced, dynamic environment
  • Collaborative environment
  • Process enhancement initiatives

Key Requirements

  • Minimum 4-5 years of relevant industry experience
  • Bachelor’s degree
  • Documentation, legal, or paralegal background is an advantage
  • Experience working with Investment Management Agreements (IMAs)
  • Proficiency in MS Excel, Word, PowerPoint

Work Rights

Not specified

Tailored Resume

Cover Letter