Client Account Services, Sr. Associate – Morgan Stanley Investment Management Location: Mumbai, India
Morgan Stanley
Mumbai, India
Investment management operations experience
Blackrock aladdin system knowledge
Account onboarding and termination coordination
The Client Account Services team serves as a centre of excellence in Mumbai responsible for account set-up, maintenance, and termination for Morgan Stanley's Investment Management division
Job Summary
The Client Account Services team serves as a centre of excellence in Mumbai responsible for account set-up, maintenance, and termination for Morgan Stanley's Investment Management division.
This role requires acting as the single point of contact for internal and external parties to facilitate client events including onboarding, custody transfers, and share class launches.
Morgan Stanley offers a supportive environment with comprehensive benefits, opportunities for career growth, and a culture rooted in integrity and diversity.
Matching Summary
The Client Account Services team serves as a centre of excellence in Mumbai responsible for account set-up, maintenance, and termination for Morgan Stanley's Investment Management division.
Skills & Requirements
Must-have
Investment management operations experience
BlackRock Aladdin system knowledge
Account onboarding and termination coordination
Stakeholder management across global teams
Documentation tracking for compliance audits
Nice-to-have
Automation tools like Alteryx or UiPath
Process improvement and change agent mindset
Power BI visualization skills
Strong verbal and written communication
Key Requirements
Bachelor's degree in Business preferred
6-8 years of financial services experience
Experience in client service or onboarding functions