Excellent communication skills
Financial Industry experience
Client Onboarding skills
Client Interactions
Should have ability to liaise with multiple counterparts
Self-starter and self-motivated individuals
Strong team player
a. Resource will work on new client onboarding for cash equity and fixed income clients across Asia
and EMEA regions.
b. Resource is the central onboarding representative who will interact with external clients,
Morgan Stanley Sales, Legal, Reference data and other operations team to ensure client
accounts are opened and operationally correctly set up.
c. Role requires tight co-ordination with Sales to understand the new business pipeline and
prioritize the same with multiple teams who are part of a new account opening.
d. New client onboarding is the first step to client's interaction with Morgan Stanley operations
and is hence critical to client service and has a direct impact on MS wallet share
Keyskills: Client Onboarding Investment Banking client meeting Client Interaction MS Office Financial industry
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