Client Onboarding Associate

Overview

The Analyst, Onboarding will provide operational support to prospects, clients, and internal functional areas around administration of user access and commitment maintenance within Private I and Caissa platforms. The role will require effective communication skills as interacting with other functional areas and clients will be part of the daily workflow.

• Setup and maintain client specific data points within Private I and Caissa platforms with high level accuracy and according to prescribed methodologies.
• Client Support for team specific queries using CRM tools.
• Provide operational support to internal users at MSCI.
• Meet personal and team deadlines through collaboration with global team members.

• Bachelor’s degree in finance, Economics or similar with a proven record of academic excellence.
• Previous experience with BOT, Salesforce or other CRM systems a plus
• Proficient in MS Office, particularly Excel. Advanced Excel skills would be advantageous.
• AI or Gen AI agent knowledge a plus
• Highly self-motivated with strong attention to detail.
• Comfortable with learning to use new software and adopt new technologies
• Process refinement experience a plus
• Ability to interact with clients and colleagues in a professional manner (in English, both written & verbal) is mandatory.
• Ability to work independently with limited supervision is mandatory.

• 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 platform, 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 & Allies, Women in Tech, and Women’s Leadership Forum.

At MSCI we are passionate about what we do, and we are inspired by our purpose – to power better investment decisions. You’ll be part of an industry-leading network of creative, curious, and entrepreneurial pioneers. This is a space where you can challenge yourself, set new standards and perform beyond expectations for yourself, our clients, and our industry.

MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data, and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process.

MSCI Inc. is an equal opportunity employer. It is the policy of the firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected parental leave), veteran status, or any other characteristic protected by law. MSCI is also committed to working with and providing reasonable accommodations to individuals with disabilities. If you are an individual with a disability and would like to request a reasonable accommodation for any part of the application process, please email and indicate the specifics of the assistance needed. Please note, this e-mail is intended only for individuals who are requesting a reasonable workplace accommodation; it is not intended for other inquiries.

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