Client Account Servicing (CAS) – Client Service Operations About Morgan Stanley Investment Management (MSIM)

Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, manages more than $1.9 trillion in assets under management or supervision as of December 31, 2025. MSIM is committed to delivering outstanding long‑term investment performance, world‑class client servicing, and a comprehensive suite of investment management solutions for a globally diverse client base, including governments, institutions, corporations, and individuals.

Position Overview:

We are seeking a career‑oriented professional with a global mindset to join the Mumbai‑based Client Account Servicing (CAS) team. This role supports senior members of the Global Client Service, Account Management, and Relationship Management teams within MSIM Sales & Marketing division, with responsibilities spanning multiple stages of the client lifecycle.

The position requires close collaboration with global stakeholders across Legal, Compliance, Risk, Operations, Sales, Investment Teams, etc. The ideal candidate will possess strong documentation skills, a solid understanding of Investment Management business, and the ability to operate independently and effectively in a fast‑paced, dynamic, and collaborative environment.

Key Responsibilities:

• Manage IMA amendments for existing clients and oversee all related documentation, with a strong focus on accurately capturing and maintaining MSIM obligations.
• Implement and manage contract amendments, including updates to investment guidelines, fee schedules, benchmarks etc.
• Collaborate with Global Client Services, Sales, and Relationship Management teams across regions to support client‑servicing requirements.
• Process amendment instructions and ensure timely updates across firm systems and documentation repositories.
• Provide query‑resolution support to regional teams, ensuring accuracy and responsiveness.
• Support process enhancement initiatives by identifying efficiency opportunities and contributing to workflow improvements.
• Coordinate KYC activities, initiate fee‑setup processes, and oversee reporting‑related requirements.
• Capture and maintain contractual obligations from IMAs and support the management of Restricted Lists.
• Respond to client queries involving compliance attestations, audit confirmations, and regulatory documentation.
• Coordinate Due Diligence Questionnaires (DDQs), Service Review meetings, and ad hoc due‑diligence requests with internal stakeholders.

Position Role:

Associate

Key Skills & Requirements:

• Strong knowledge of the investment management industry, including investment vehicles, operational processes, and regulatory considerations.
• Bachelor’s degree; a documentation, legal, or paralegal background is an advantage.
• Experience working with Investment Management Agreements (IMAs) or similar contractual documentation.
• Excellent project and time‑management skills with the ability to prioritize and work under tight deadlines.
• Strong written and verbal communication skills, with exceptional attention to detail and accuracy.
• Demonstrated analytical and problem‑solving ability.
• Ability to collaborate effectively across global teams and work independently with minimal supervision.
• Proficiency in MS Excel, Word, PowerPoint, and documentation or workflow management systems.
• Minimum 4-5 years of relevant industry experience.
• Flexibility, adaptability, and the ability to navigate evolving responsibilities and business priorities.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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 opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.