Client Account Services - Vice President – Morgan Stanley Investment Manage at Morgan Stanley

Mumbai, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

16 Feb, 26

Salary

0.0

Posted On

18 Nov, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Onboarding, Event Coordination, Project Management, Risk Management, Communication, Attention to Detail, Organizational Skills, Team Management, Custody Environment Knowledge, SEBI Regulations, Automation Tools, Training and Development, Metrics Preparation, Stakeholder Management, Market Fee Payments

Industry

Financial Services

Description

Client and Pool Vehicle Event Coordination Responsible for the facilitation of client and pooled vehicle events including onboarding, termination, custody transfer, in-specie transfer and other related transition activities. Coordinate regional events including management of the event pipeline, agreeing event prioritization with stakeholders and the supervision of activities performed by junior team members. Ensure the appropriate sign off from internal and external parties is received prior to funding, transition and termination of assigned accounts. Oversee the set-up of accounts and sleeves on trading systems and other internal/external platforms and the global workflow tools are updated in a timely manner. Manage the transition of activities from core locations/other teams and ensure adequate training, embedding and coverage of these tasks within the Mumbai team Responsible for the management of all market opening activities. Ensure that market renewals are processed prior to market expiry for jurisdictions in scope such as India, Indonesia, Egypt, Slovenia. Initiate market fee payments requests with internal teams where applicable Ensure that client expectations are understood and accomplished and there is a timely response to client queries and requests. Ensure stakeholders are aware of progress with regular status updates and prompt responses to queries including facilitating regular event meetings. Prepare management information and metrics. Ensure issues and incidents are escalated in a timely manner and tracked to conclusion. Support cyclical risk management activities including BCP, audits, control assessments, entitlement reviews etc. Participate in CAS team initiatives and projects and support the design and implementation of new technology, workflows and processes. Support the training and development of junior team members and assist in the maintenance of procedures and team documentation. Other duties related to the support of the global CAS Team as required. 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 and risk awareness. 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. Good knowledge of the custody environment Knowledge of SEBI regulations and requirements relating to Foreign Portfolio Investors (FPIs) Experience in managing a team or developing junior team members would be useful. 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 a minimum of 10 years of experience in financial services or a related client service or onboarding function. 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 Vice President will coordinate client and pooled vehicle events, ensuring smooth onboarding, termination, and custody transfers. They will manage the transition activities and oversee the training and development of junior team members.