Morgan Stanley

Client Onboarding_Analyst_Product Support & Services ISG

Posted On

July 3, 2025

Location

Bengaluru, Karnataka

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

Sept. 24, 2025

Job Description

We’re seeking someone to join our team as an Analyst in the Client Onboarding team within Asia Wealth Management (AWM) Operations primarily responsible for Account Opening, Account Maintenance and Account Closure of PWM clients.

In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Analyst level within Product Support & Services, which is responsible for providing transaction support and managing post execution processes.

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

What you'll do in the role:

Process transactions/tasks within coverage area
Respond to client requests with accuracy and speed, ensuring compliance with all policies and procedures
Follow escalation framework, taking responsibility for identifying, escalating and preventing issues
Processing of PWM Account opening documentation in Asia region received from PWM Sales teams
Approvals of client documents and ensure paperwork is complete before processing the documents in relevant systems
Processing of Account Maintenance requests (address changes and any other referential data) received from clients into relevant systems
Processing of Account Closure requests received after performing appropriate checks and balances

What you'll bring to the role:

Ability to build trust and find innovative ways to improve teamwork, functions/processes and create a positive work environment
Understanding of business area supported, client requirements, and importance of not compromising control to comply with client requests
Experience of client onboarding process
Strong attention to detail and be highly deadline oriented
Providing value-added client service to the business
Ability to identify, escalate risk issues and manage upward communication to all stakeholders and install adequate controls to mitigate risk

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. 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. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. 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.

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.

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