Institutional Client Specialist - Associate/avp

Morgan Stanley

Multiple Locations
Base: $70,000 - $115,000; bonus/equity: not specif...
Client onboarding and maintenance
Experience with multi-family offices
Strong analytical skills
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.
  • IIS supports clients in partnership with Morgan Stanley’s Fund Services infrastructure.
  • Morgan Stanley is committed to diversifying its workforce and ensuring equal employment opportunity.

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: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client onboarding and maintenance
  • Experience with multi-family offices
  • Strong analytical skills

Nice-to-have

  • Exceptional writing and interpersonal skills
  • Ability to work in a fast-paced environment
  • Team player with collaboration skills

Key Requirements

  • Active Series 7 and 66 licenses
  • 3+ years of industry experience
  • Experience supporting clients with multiple custodians

Work Rights

Not specified

Tailored Resume

Cover Letter