MSWC, Client Segments, Analyst, Wealth Management

Client Onboarding Service and Support: Cultivate and enhance new and existing relationships through active communication with internal MSWC teams to process requests, resolve inquiries, and preparation of reports and materials for meetings. Assist with client onboarding, including new account opening, account package preparation, and all administrative support utilizing all applicable MSWC tools (outlook, workflow, salesforce, Teams, etc.) the suite of Modern Wealth Management Tools. Provide all transition and administrative support for onboarding all FA recruits, teams, and clients. Maintain ongoing communication with cross functional teams and MSWC leadership team (i.e Business Enablement, Branch Management, Supervision, Compliance, etc.) to ensure a smooth client experience. Assist in client due diligence to provide proactive problem solving and resolutions. Provide cross channel client administrative support when required. Provide backup support to other support professionals on the business enablement team or other cross functional teams. Provide administrative support and issue resolution for items related to Advisor Compensation when required. Support the reconciliation and delivery of key metrics reporting, including reports, dashboards, digital tools, and presentations. Support the development of clear and concise business requirement documents, functional specifications, and process maps. Perform additional administrative duties that support Financial Advisors in daily business practices a determined by the centralized support model developed by the Business Enablement Team.

Morgan Stanley is a global financial services firm and a market leader in investment banking, investment management and wealth management services. At Morgan Stanley India, we are shaping the future of our global business and contributing to our local community. Our team works with the Wealth Management Platforms group from our office in Mumbai. Morgan Stanley is an equal opportunities employer. 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.