Client Onboarding Associate

MSCI

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profile Job Location:

Sofia - Bulgaria

profile Monthly Salary: Not Disclosed
Posted on: 5 hours ago
Vacancies: 1 Vacancy

Job Summary

Your Team Responsibilities

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.

Your Key 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 prioritize 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.

Your skills and experience that will help you excel

  • Bachelors 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.

About MSCI

What we offer you

  • 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 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 & Allies Women in Tech and Womens Leadership Forum.

At MSCI we are passionate about what we do and we are inspired by our vision to power better decisions. Youll 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 strengthens global markets by connecting participants across the financial ecosystem with a common language. Our research-based data analytics and indexes supported by advanced technology set standards for global investors and help our clients understand risks and opportunities so they can make better decisions and unlock innovation. We serve asset managers and owners private-market sponsors and investors hedge funds wealth managers banks insurers and corporates.

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.

To all recruitment agencies

MSCI does not accept unsolicited CVs/Resumes. Please do not forward CVs/Resumes to any MSCI employee location or website. MSCI is not responsible for any fees related to unsolicited CVs/Resumes.

Note on recruitment scams

We are aware of recruitment scams where fraudsters impersonating MSCI personnel may try and elicit personal information from job seekers. Read our full note on


Required Experience:

IC

Your Team ResponsibilitiesThe 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 Tota...
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Key Skills

  • Customer Service
  • Client Expectations
  • Client Requirements
  • Client Support
  • Action Plans
  • Issue Resolution
  • Account Management
  • Client Relationships
  • Service Delivery
  • Client Service
  • Client Satisfaction
  • Client Management
  • Procedures
  • Service Level Agreements
  • New Clients

About Company

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We offer data, analytics and technology designed to help you meet private asset, wealth management, sustainability, index and risk management goals.

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