Morgan Stanley
Client Onboarding Operations Associate
$65K–$103K
New York, New York · On-site · Full-time · Posted Oct 28, 2026
- Experience
- At least 3-5 years’ relevant experience would generally be expected.
- Education
- College/University degree or equivalent with a business focus and relevant/proven experience.
About the job
Leads client onboarding for institutional accounts and fund launches, coordinating internal teams and clients to complete account setup, resolve issues, and improve onboarding processes.
What you'll do
- Oversee onboarding from document collection through account initiation, ensuring operational setup and reporting are complete before client launch.
- Coordinate with clients and internal teams to prioritize work, resolve bottlenecks, and escalate issues.
- Drive process improvements and technology solutions that reduce risk and enhance the client experience.
What they ask for
- Technical understanding of transaction lifecycles in one or more listed asset classes.
- Client-facing experience, including external institutional client communication and managing expectations.
- Conceptual understanding of pre- and post-execution onboarding processes across products.
- Strong communication, organizational, problem-solving, and presentation skills; ability to work under pressure and navigate the organization independently.
Pay
$65,000 and $103,000 per year (base salary)
Model-written summary · the original posting is authoritative