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.

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, da...