Client Onboarding Lead - Senior Associate

MSCI; Monterrey; Presencial; MXN 600.000 - 900.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Flexible working arrangements

Advanced technology and collaborative 

Learning & development programs

Descripción de la vacante

MSCI is seeking an Onboarding Senior Associate based in Monterrey or Mexico City to support client onboarding, data management, and access administration across the Private and Total Plan platforms. You will manage cross-functional onboarding workstreams, coordinate timelines, and ensure accurate data handling while delivering a seamless client experience.

This role emphasizes project leadership, stakeholder communication, and continuous improvement, with collaboration across global teams and

Formación

• Bachelor’s degree in Finance, Economics, or a related field with strong academic record.
• 5+ years of experience leading projects and/or managing initiatives.
• At least 3 years in a managerial role with direct team leadership.
• Familiarity with AI or GenAI tools is a plus for modernization initiatives.
• Excellent communication skills in English, both written and verbal.

Responsabilidades

• Configure and maintain client-specific data within the Private and Total Plan platforms with accuracy and quality controls.
• Lead onboarding workstreams with defined milestones, dependencies, and on-schedule deliverables.
• Provide client support by responding to team inquiries and leveraging CRM tools to document interactions.
• Coordinate onboarding projects and maintain transparent stakeholder communication with regular status updates.
• Support MSCI users with platform navigation, data issues, and process questions to ensure smooth operations.
• Develop project plans, timelines, and task tracking to ensure timely delivery across stakeholders.
• Identify discrepancies, data quality issues, or risks and implement mitigation strategies.
• Contribute to continuous improvement through sharing insights and driving onboarding process automation.

Conocimientos

Project management

CRM tools

Data management

Communication (English)

Stakeholder coordination

Leadership

Excel

Educación

Bachelor’s degree in Finance, Economics, or related field

Herramientas

CRM Systems

MS Excel (advanced)

Descripción del empleo

MSCI is seeking an Onboarding Senior Associate based in Monterrey or Mexico City to support client onboarding, data management, and access administration across the Private and Total Plan platforms. You will manage cross-functional onboarding workstreams, coordinate timelines, and ensure accurate data handling while delivering a seamless client experience.

This role emphasizes project leadership, stakeholder communication, and continuous improvement, with collaboration across global teams and