📍 Location: Bengaluru, Karnataka, India
🏢 Company: Morgan Stanley📅 Posted on: July 10, 2025
💼 Job Type: Full-Time
🔰 Level: Analyst / Professional
📝 About the Job:
Morgan Stanley is looking for an Analyst to join the Client Onboarding team in their Asia Wealth Management (AWM) Operations department. This role focuses on the end-to-end lifecycle of client accounts including opening, updates, and closure. If you're detail-oriented and passionate about compliance, operations, and global finance, this could be a great fit.
📋 Job Summary Table :
Company | Morgan Stanley |
---|---|
Position | Analyst – Client Onboarding |
Location | Bengaluru, Karnataka |
Job Type | Full-Time |
Job Level | Analyst / Professional |
Department | AWM Operations |
Skills | Client Onboarding, Excel, Documentation Review |
Eligibility | Graduate (Any Stream) |
Responsibilities:
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Handle Private Wealth Management (PWM) account opening requests across the Asia region
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Review and approve client documentation before entry into internal systems
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Coordinate with business approvers for timely onboarding
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Process updates like address changes or other account maintenance tasks
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Manage account closure requests, ensuring all necessary checks are performed
🎯 Required Skills:
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Strong analytical, investigative, and problem-solving skills
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Experience in client onboarding and documentation processes
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Excellent attention to detail and ability to meet deadlines
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Strong communication for dealing with internal stakeholders
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Knowledge of risk escalation procedures and control frameworks
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Proficiency in MS Word and Excel
🎓 Qualifications:
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Graduate (any discipline) with relevant operations or financial services background preferred
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