Associate - Client Account Services – Morgan Stanley Investment Management at Morgan Stanley

Mumbai, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

06 Jan, 26

Salary

0.0

Posted On

08 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Onboarding, Attention To Detail, Organizational Skills, Project Management, Communication Skills, Investment Management, Market Requirements, Documentation Tracking, Collaboration, Automation Tools, Financial Services, Custodian Coordination, Status Updates, Issue Escalation, Legal Compliance

Industry

Financial Services

Description

Client and Pool Vehicle Event Coordination Provide on-going support to the global CAS team to help facilitate client and pooled vehicle events including onboarding, termination, custody transfer, in-specie transfer and other related transition activities. Obtain sign off from internal and external parties prior to funding, transition and termination of assigned accounts. Coordinate pooled vehicle share class launches. Set-up core accounts and sleeves on trading systems and other internal/external platforms. Ensure global workflow tools are updated in a timely manner. Track documentation related to global onboarding events (PPM, LPA, IMA, tax forms, formation documentation, etc.) and derivative product onboarding events (ISDAs, MSFTAs, futures agreements, repurchase agreements, etc,). Work with Investment teams and Operations to understand and prioritize market opening requirements per investment strategy. Process market renewals prior to market expiry for jurisdictions in scope such as India, Indonesia, Egypt, Slovenia. Initiate market fee payments requests with internal teams where applicable. Work with custodians to complete documents related to sub custodian changes in local markets to ensure no impact to trading. Ensure that relevant notifications pertaining ‘Material changes' are communicated to custodians in a timely manner. Ensure stakeholders are made aware of progress with regular status updates and prompt responses to queries. Ensure issues and incidents are escalated in a timely manner. A sound understanding of investment management including mutual funds, preferably with a focus on client service and onboarding. Excellent client service including strong verbal and written communication skills. Strong attention to detail. Excellent organizational and project management skills. Ability to interact with multiple internal and external parties including clients, client relationship managers, legal, compliance, investment teams, sales, and other functional operations teams. Ability to manage various tasks at once and work with several members of the team simultaneously. Ability to work effectively with minimal supervision. Knowledge of automation tools like Alteryx, UI Path and Power BI and/or BlackRock Aladdin or Salesforce would be an added benefit. Bachelor's Degree (Business degree preferred) and prior experience in financial services and/or client on-boarding. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

Responsibilities

The Associate in Client Account Services will provide ongoing support to facilitate client and pooled vehicle events, including onboarding and termination processes. They will coordinate documentation and ensure timely communication with stakeholders regarding progress and issues.