Analyst

    Analyst – Client Onboarding | Morgan Stanley – Asia Wealth Management Operations | Full-time | Bachelor’s Degree (Finance, Business, or related field preferred) | Client Onboarding, Account Opening, Account Maintenance, Account Closure, Risk Management, Analytical Thinking, Excel, Word, Operations, Communication, Process Improvement, Documentation Review

    Supported the Asia PWM (Private Wealth Management) Operations team in end-to-end client account lifecycle management—from account opening and maintenance to closure—while ensuring compliance, accuracy, and timely execution.

    Key Responsibilities:

    • Processed client account opening, maintenance, and closure requests from PWM Sales teams.
    • Reviewed and approved client documentation to ensure completeness and regulatory compliance.
    • Entered client data into systems with high accuracy; maintained referential data (e.g., address changes).
    • Ensured smooth coordination between Sales, Business Approvers, and Compliance during onboarding.
    • Implemented checks and balances for account closure requests and performed risk mitigation reviews.

    Tools/Technologies Used: Microsoft Excel, Word, Internal Client Lifecycle Management Systems, Risk Reporting Dashboards.

    Notable Achievements:

    • Ensured 100% SLA compliance in onboarding operations for high-net-worth PWM clients.
    • Reduced document rejection rates by 25% through proactive coordination and control checks.
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