Client Onboarding Senior Associate

The Onboarding Senior 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 role also encompasses project management responsibilities, including coordinating cross-functional onboarding initiatives, managing timelines and deliverables, identifying and mitigating risks, and ensuring clear communication among stakeholders throughout the onboarding lifecycle.

This position is integral to delivering a seamless client experience while maintaining the accuracy, integrity, and timely execution of client data and onboarding activities.

• 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. Lead and manage onboarding-related work streams, ensuring milestones, dependencies, and deliverables are clearly defined and executed on schedule.

• Provide client support by responding to team-specific inquiries and service requests, leveraging CRM tools to track, manage, and document interactions effectively. Serve as a point of coordination for onboarding projects, maintaining transparent communication with stakeholders and providing regular status updates.

• 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. Facilitate cross‑functional collaboration to align resources, resolve blockers, and drive project objectives to completion.

• Meet individual and team deadlines by collaborating closely with global colleagues, demonstrating strong organizational skills, accountability, and the ability to prioritize tasks in a dynamic environment. Develop and manage project plans, timelines, and task tracking mechanisms to ensure timely delivery and accountability across stakeholders.

• Proactively identify discrepancies, data quality issues, process inefficiencies, or project risks, and elevate or resolve them in alignment with team standards. Implement mitigation strategies to minimize impact on client deliverables.

• Contribute to continuous improvement initiatives by sharing insights, recommending workflow enhancements, and supporting the adoption of new tools or technologies. Participate in or lead small‑to‑mid scale projects aimed at improving onboarding processes, automation, and scalability.

• Maintain a client‑centric mindset, ensuring responsiveness, professionalism, and clear expectation‑setting in all internal and external interactions throughout the project lifecycle.

• Adapt effectively to evolving business needs, systems updates, shifting project priorities, and global collaboration across time zones, demonstrating flexibility and resilience in managing concurrent initiatives.

• 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…