Talent.com
Client Onboarding And Reference Data Services - Outreach - Associate - Core Services

Client Onboarding And Reference Data Services - Outreach - Associate - Core Services

Morgan StanleyMumbai, India
1 day ago
Job description

We are seeking someone to join our team as an Associate in Client Onboarding & Reference Data Services (CORDS) responsible for regulatory client onboarding, refresh, and screening. Client Onboarding & Reference Data Services (CORDS) is an Operations function, responsible for regulatory client onboarding, refresh, and screening.

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. T his is an Associate level position level position within the Firmwide operations division.

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 :

  • Understanding and implementation of KYC standards, guidelines, policies, and procedures
  • Strong clients focus and ability to partner with various internal groups and client coverage.
  • Exhibit the highest standards of customer service to our internal and external customers (inclusive of confidentiality)
  • Effectively address any issues that might be escalated by either internal or external clients
  • Communicate with clients and sales coverage to provide regulation guidance, organizing client calls where needed.
  • Proactively highlight potential issues to management
  • Identify root causes, understand connections and implications, and evaluate alternatives
  • Make decisions that are effective and well-grounded based on guidelines, policies, and insights
  • Be flexible, multitask and effectively manage priorities across the wider function

What you'll bring to the role :

  • College / University degree or equivalent with a business focus and relevant / proven experience
  • Relevant experience of 3+ years, preferred . AML, client onboarding, or client reference data experience desired
  • Previous knowledge of case management or portfolio management preferred . Strong interpersonal and verbal / written communication skills
  • Excellent interpersonal skills necessary to work effectively with colleagues and senior management
  • Strong relationship building skills to influence / negotiate desired outcomes
  • Ability to deep-dive and investigate issues to see a successful resolution . Ability to identify risks and issues and successfully navigate through to completion
  • Foster and champion High-Performance Culture where people are empowered to make decisions that affect their work / environment
  • Proficient in MS Excel, PowerPoint, and Outlook
  • Expertise in data visualization and reporting in a cross-functional team and to senior stakeholders using business intelligence tools (Tableau, PowerBI, QlikView., etc.) preferred
  • 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.

    Create a job alert for this search

    Client Onboarding • Mumbai, India

    Related jobs
    • Promoted
    Apply Now : Client Solutions Associate

    Apply Now : Client Solutions Associate

    NextynMumbai, Maharashtra, India
    At Nextyn, we're seeking dynamic and talented individuals to join our Expert Network team.As a vital bridge between researchers, clients, and industry experts, you will play a key role in deliverin...Show moreLast updated: 1 day ago
    • Promoted
    Client Solutions Associate

    Client Solutions Associate

    Nextynmumbai, maharashtra, in
    As a vital bridge between researchers, clients, and industry experts, you will play a key role in delivering comprehensive research solutions that empower informed decision-making.Join our innovati...Show moreLast updated: 30+ days ago
    • Promoted
    Technical Client Onboarding / Integration - AVP

    Technical Client Onboarding / Integration - AVP

    Deutsche BankMumbai, India
    Job Title : Technical Client Onboarding / Integration.Mumbai, a wholly owned subsidiary of Deutsche Bank, acts as a talent pool for the bank's Corporate and Investment Banking team worldwide.This te...Show moreLast updated: 1 day ago
    • Promoted
    Associate Client Partner

    Associate Client Partner

    Qure.aiMumbai, Mumbai (district)
    AI is an equal opportunity employer.Healthcare Artificial Intelligence (AI) company disrupting the ‘status quo’ by enhancing diagnostic imaging and improving health outcomes with the assistance of ...Show moreLast updated: 5 days ago
    • Promoted
    Associate Client Solutions Partner

    Associate Client Solutions Partner

    ConfidentialMumbai
    Prepare and deliver technical presentations explaining products or services to customers and prospective customers.Managing customer communication & relationships. Engage & drive end-to-end pre-sale...Show moreLast updated: 30+ days ago
    • Promoted
    Growth & Outreach Associate – Ai Platforms

    Growth & Outreach Associate – Ai Platforms

    QpiAIThāne, Republic Of India, IN
    QpiAI is a deep-tech company that works at the intersection of AI and Quantum Computing, developing groundbreaking solutions to tackle some of the most complex challenges across various industries....Show moreLast updated: 19 days ago
    • Promoted
    Associate Transaction Services

    Associate Transaction Services

    CohnReznickMumbai, IN
    The Transaction Advisory Services team, part of Cohn Reznick Professional Services’ Advisory (“CRPS Advisory”), manage and supports buy-side and sell-side transaction advisory engagements, providin...Show moreLast updated: 1 day ago
    • Promoted
    Operations Associate- US

    Operations Associate- US

    AmberThane, IN
    Operations Associate (US Region).Long-term accommodation booking platform for students (think.Amber helps 80M students worldwide, find and book full-time accommodations near their universities, wit...Show moreLast updated: 30+ days ago
    • Promoted
    Client Engagement Associate / Consultant

    Client Engagement Associate / Consultant

    Acquarius Capstorm Limiteddombivli, maharashtra, in
    Are you someone who thrives on building meaningful client relationships and loves technology and creating real business impact?. Would you like to be part of a fast-growing Australian SaaS company t...Show moreLast updated: 19 days ago
    • Promoted
    Client Onboarding And Reference Data Services - Outreach - Associate - Core Services

    Client Onboarding And Reference Data Services - Outreach - Associate - Core Services

    ConfidentialMumbai, India
    We are seeking someone to join our team as an Associate in Client Onboarding & Reference Data Services (CORDS) responsible for regulatory client onboarding, refresh, and screening.Client Onboarding...Show moreLast updated: 1 day ago
    • Promoted
    Associate, Client Engagement

    Associate, Client Engagement

    ConfidentialMumbai, India
    Third Bridge is a market-leading investment research firm.We provide integrated solutions for the world's top investors and business leaders to help them make smarter and faster decisions.No other ...Show moreLast updated: 10 days ago
    • Promoted
    Client Onboarding - Associate - Client Services & Relationship Management ISG

    Client Onboarding - Associate - Client Services & Relationship Management ISG

    ConfidentialMumbai, India
    We're seeking someone to join our team as an Associate in the Client Implementation team within the Institutional Securities Group Product Operations (ISGPO) division within operations, partners cl...Show moreLast updated: 10 days ago
    • Promoted
    Outreach and Engagement Associate Futuretech Programs

    Outreach and Engagement Associate Futuretech Programs

    ConfidentialMumbai
    Act as a key connector between colleges, institutes, student communities, and partners.Drive adoption and engagement for FutureTech initiatives. Support outreach, session facilitation, content coord...Show moreLast updated: 10 days ago
    • Promoted
    Program Associate

    Program Associate

    UplersKalyan-Dombivli, IN
    We are looking for a highly motivated • •Program Associate • • to support program operations, data-driven decision-making, and cross-functional coordination. The ideal candidate will be skilled in mana...Show moreLast updated: 30+ days ago
    • Promoted
    Client Onboarding, Senior Associate

    Client Onboarding, Senior Associate

    State Street CorporationMumbai, India
    State Street's Global Markets division (SSGM) is looking for a candidate with 3 to 5 years of experience in Client Onboarding. Knowledge of KYC, ISDA, CSA, EBC, Swap Doc, Port Rec, Variation Margin,...Show moreLast updated: 22 days ago
    • Promoted
    Partnerships Associate

    Partnerships Associate

    Opportunities PlusThane, IN
    At Opportunities Plus, we are passionate about empowering young minds through transformative experiential learning, leading them to power career choices. We specialize in guiding school students age...Show moreLast updated: 26 days ago
    • Promoted
    Client Services Executive

    Client Services Executive

    Health Icons ClubKalyan-Dombivli, IN
    Client Success Manager (Remote – Full Time).India’s #1 Holistic Healing Platform for Women with Endometriosis, PCOS, Thyroid & Infertility. We’re seeking a proactive, emotionally intelligent Client ...Show moreLast updated: 4 days ago
    • Promoted
    Outreach Associate

    Outreach Associate

    Grow Your StaffKalyan-Dombivli, IN
    Grow Your Staff is looking for a.This is a part-time opportunity.This role is ideal for students, freshers, or professionals looking to gain experience in outreach and sales with minimal time commi...Show moreLast updated: 30+ days ago