Client Onboarding Associate

The Onboarding Associate plays a critical role in supporting the operational needs of prospects, clients, and internal stakeholders across several key functions, including new client onboarding, data management, and the administration of user access within the Private i and Total Plan platforms. This position is integral to ensuring a seamless client experience and maintaining the accuracy and integrity of client data throughout the onboarding lifecycle.

Responsibilities

• Configure and maintain client-specific data within the Private i and Total Plan platforms with a high degree of accuracy, ensuring adherence to established methodologies, data governance standards, and quality controls.
• Provide client support by responding to team-specific inquiries and service requests, leveraging CRM tools to track, manage, and document interactions effectively.
• Deliver operational support to internal MSCI users, assisting with platform navigation, data issues, and procedural questions to ensure smooth day-to-day operations across functional teams.
• Meet individual and team deadlines by collaborating closely with global colleagues, demonstrating strong organizational skills, accountability, and the ability to prioritise tasks in a dynamic environment.
• Proactively identify discrepancies, data quality issues, or process inefficiencies, and escalate or resolve them in alignment with team standards.
• Contribute to continuous improvement initiatives by sharing insights, recommending workflow enhancements, and supporting the adoption of new tools or technologies.
• Maintain a client-centric mindset, ensuring responsiveness and professionalism in all internal and external interactions.
• Adapt effectively to evolving business needs, systems updates, and global collaboration across time zones.

Qualifications

• Bachelor’s degree in Finance, Economics, or a related field, with a demonstrated record of academic excellence.
• Proficiency in Microsoft Office, particularly Excel; advanced Excel skills (e.g., complex formulas, pivot tables, automation) are strongly preferred.
• Familiarity with AI or GenAI tools is a plus and will support ongoing modernization initiatives.
• Exceptional attention to detail and a high degree of self-motivation.
• Strong aptitude for learning and adopting new software, technologies, and workflows.
• Experience in process optimization or refinement is beneficial.
• Excellent communication skills in English, both written and verbal, with the ability to interact professionally with clients and colleagues.
• Ability to work independently with minimal supervision while managing competing priorities effectively.
• Strong analytical and problem-solving skills, with the ability to interpret data, identify trends, and support decision-making.
• A proactive mindset and willingness to take ownership of tasks and drive initiatives forward.
• Adaptability and resilience in a fast-paced environment, particularly as new technologies and processes are introduced.
• Collaborative approach and the ability to build strong working relationships across teams.
• Commitment to continuous improvement and a curiosity-driven approach to exploring new tools, automation opportunities, and best practices.

Benefits

• Transparent compensation schemes and comprehensive employee benefits, tailored to your location, ensuring your financial security, health, and overall wellbeing.
• Flexible working arrangements, advanced technology, and collaborative workspaces.
• A culture of high performance and innovation where we experiment with new ideas and take responsibility for achieving results.
• A global network of talented colleagues, who inspire, support, and share their expertise to innovate and deliver for our clients.
• Global Orientation program to kickstart your journey, followed by access to our Learning@MSCI platform, AI Learning Center, LinkedIn Learning Pro and tailored learning opportunities for ongoing skills development.
• Multi-directional career paths that offer professional growth and development through new challenges, internal mobility and expanded roles.
• We actively nurture an environment that builds a sense of inclusion, belonging and connection, including eight Employee Resource Groups: All Abilities, Asian Support Network, Black Leadership Network, Climate Action Network, Hola! MSCI, Pride.