Client Onboarding Senior Associate

This position is open to candidates based in Monterrey or Mexico City.

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 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 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 workstreams, 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 escalate 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.

• Minimum of 5 years of relevant experience leading projects and/or managing project initiatives.
• At least 3 years of proven experience in a managerial role, including direct leadership of teams (required). 

• 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.

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 Learning@MSCI 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 Women’s Leadership Forum.

At MSCI we are passionate about what we do, and we are inspired by our vision – to power better 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 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 [email protected] 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.

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