Institutional Client Specialist

Morgan Stanley UK

Tempe, United States
Base: $70,000 - $115,000; bonus/equity: commission...
Institutional client service
Client relationship management
Understanding firm policies
The Client Relationship Specialist will provide world-class customer service to our institutional client base

Job Summary

  • The Client Relationship Specialist will provide world-class customer service to our institutional client base.
  • Role Responsibilities include maintaining existing institutional client relationships, onboarding new institutional clients, and supporting non-investment related services.
  • Morgan Stanley offers a supportive and empowering environment with comprehensive employee benefits and perks.

Matching Summary

The Client Relationship Specialist will provide world-class customer service to our institutional client base.

Salary

Base: $70,000 - $115,000; Bonus/Equity: commission earnings, incentive compensation, discretionary bonuses; Benefits: other Morgan Stanley sponsored benefit programs

Skills & Requirements

Must-have

  • institutional client service
  • client relationship management
  • understanding firm policies
  • alternative investments documentation
  • multi-party facilitation

Nice-to-have

  • exceptional bespoke client service
  • strategic planning with team
  • collaboration with Investment Officers
  • fast-paced evolving environment
  • leadership skills

Key Requirements

  • Active Series 7 and 66 (or 63 and 65) Licenses
  • 3+ years of industry experience
  • Experience with multi-family offices and institutions
  • Experience supporting clients with multiple custodians

Work Rights

Not specified

Tailored Resume

Cover Letter