Institutional Client Specialist, Associate/avp - Utah

Morgan Stanley UK

Utah, USA
Base: $70,000 - $115,000 py; bonus/equity: incenti...
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Institutional client relationships
Bespoke client service
Client onboarding and maintenance
** Morgan Stanley is seeking an Institutional Client Specialist (Associate/AVP) in Utah to provide exceptional client service to institutional clients, managing relationships and onboarding processes. The role requires relevant industry experience and active securities licenses, emphasizing customer service and collaboration. **

Job Summary

  • The Client Relationship Specialist will provide world-class customer service to our institutional client base.
  • Maintain existing institutional client relationships by providing world class service through the support and suggestion of firm services, processing and escalation of client requests, resolving client inquiries, and making sure key client information and documentation is up to date.
  • Engages in strategic planning with other team members on client matters.

Matching Summary

Match Score: 75

** Morgan Stanley is seeking an Institutional Client Specialist (Associate/AVP) in Utah to provide exceptional client service to institutional clients, managing relationships and onboarding processes. The role requires relevant industry experience and active securities licenses, emphasizing customer service and collaboration. **

Salary

Base: $70,000 - $115,000 per year; Bonus/Equity: Incentive compensation, discretionary bonuses, other short and long-term incentive packages; Benefits: Other Morgan Stanley sponsored benefit programs

Skills & Requirements

Must-have

  • Institutional client relationships
  • Bespoke client service
  • Client onboarding and maintenance
  • Money movement and asset aggregation
  • Alternative investments processing

Nice-to-have

  • Strategic planning with team members
  • Collaboration with Investment Officers
  • Adaptability to fast-paced environments

Key Requirements

  • Active Series 7, 63 and 65 (or Series 7 and 66)
  • 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