About Morgan Stanley Investment Management (MSIM)

Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, manages over $1.9 trillion in assets globally (as of December 31, 2025). MSIM is committed to delivering exceptional long-term investment performance and client service across a comprehensive suite of investment solutions for governments, institutions, corporations, and individuals worldwide.

Team Profile

The Client Account Services (CAS) team is a newly formed organization positioned within the Office of the COO, with responsibility for the operational servicing of MSIM’s SMA and Fund clients across the Americas, EMEA and APAC. The CAS team collaborates closely with Global Client Relationship Management (GCRM) and internal partners across the organization to provide a seamless client service experience throughout the lifecycle of a client.

CAS is in the process of building out a new Client Service Operations function who will be responsible for the day-to-day operational servicing of MSIM’s SMA book of business along with the facilitation of client events including on-boarding of new business, account transitions and client terminations. This will be a global, client aligned team consisting of operational experts equipped to provide best-in-class operational servicing and solutioning to our clients. A key goal in creating this team to improve the overall client experience by improving service delivery, consistency and quality.

Role Overview:

We are seeking an experienced client service operations professional to join the newly formed Client Service Operations team as a Client Service Operations Manager to support our APAC client base. This individual will operate in a hybrid Client Service Operations/Client Integration Manager role and will be responsible for the integration of new clients, account transitions and client terminations as well as the day-to-day client service, that is operational in nature, for a defined book of Institutional clients. The individual will also act as a regional escalation contact for the CAS team.

Core to this role, will be ensuring MSIM successfully delivers on the agreed operational servicing requirements of our client organizations, while also identifying opportunities to improve client service efficiency and reduce operational risk. In addition, they will be responsible for ensuring a seamless client experience throughout the lifecycle of a client’s investments.

The role will report into the Global Head of Client Service Operations.

Key Responsibilities:

• Manage APAC client events including on-boarding of new business, account transitions and client terminations for Separately Managed Accounts and Funds business
• Facilitate regular internal client event meetings, ensuring all functional groups have the appropriate level of information and are on target for required tasks
• Operational servicing ownership for a book of SMA client accounts
• Act as a single point of contact for both internal and external parties
• Ongoing monitoring of service levels for timeliness, accuracy, and client satisfaction

• Cash Flow management and communication
• Coordination of market changes with account opening team
• Navigation of Middle Office for resolution of operational issues, e.g. failed trades, overdrafts, etc.
• Develop a deep understanding of the operational complexities across each client’s investment line-up to ensure that we are proactively getting ahead of potential operational issues
• Custodian/Accounting agent relationship management and query resolution
• Management of KYC/AML submissions and refreshes
• Internal coordination of Audit requests

• Participate/host client Operational Due Diligence Reviews and share best practices with clients, prospects, and consultants

• Client Reporting oversight (transactions, holdings, client files, valuation, recon, etc.)

Required Skills and Qualifications:

• Minimum 10 years of relevant client facing experience, ideally with some middle/back-office expertise
• The ideal candidate will bring a deep understanding of the asset management industry, with a particular focus on institutional clients from a wide range of market channels across all asset classes
• Ability to analyze situations and develop solutions to solve client issues and improve business processes
• Proven ability to operate within a complex, fast paced and high-volume environment
• Excellent communication and interpersonal skills and an ability to manage, engage and influence senior stakeholders across the MSIM organization
• Methodical, logical approach with strong attention to detail
• Strong organizational skills
• Bachelor’s degree or equivalent

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years.  Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.