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Associate – Client Onboarding Morgan Stanley- Mumbai, Maharashtra

Mumbai, Maharashtra
1+ years experience
Associate – Client Onboarding

Job Number:


POSTING DATE: Mar 31, 2020
PRIMARY LOCATION: Non-Japan Asia-India-Maharashtra-Mumbai (MSA)
EDUCATION LEVEL: Bachelor’s Degree
JOB: Other
JOB LEVEL: Associate


The team is responsible for creating/maintaining of client accounts for various products on various Prime Brokerage systems. Acts as a facilitator between the client, project manager, document negotiator and client captains. Initiate Post account setups on various Morgan Stanley Prime Brokerage systems. Preparing Metrics for the Global Teams for updating the stakeholder packs

? Opening and linking of accounts on Prime Brokerage system
? Build and manage relationships with business and technology staff to enhance understanding and drive deliverables.
? Risk management through the daily review of priority clients, adhering to benchmarks and Service Level Agreements
? Recommend opportunities to increase efficiency / productivity through analyzing resource and system usage, and identifying processing weaknesses
? Support the team manager in rolling out new initiatives and developments within the team


? Quick Learner
? Good Team Player
? Detail oriented
? Strong problem solving skills
? Professionalism
? Sound Technical Skills (MS Office)
? Knowledge of global markets / market regulations is beneficial, although not a necessity
? Desirable 12 months experience in a similar profile/industry.
? Understanding the implications of risk involved.
? Customer care skills

? Accuracy
? Excellent written and verbal communication skills
? Exceptional interpersonal and organizational skills, be able to plan and manage multiple tasks simultaneously, and feel comfortable communicating complex, detailed information with all levels of staff.

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