The Institutional Consulting Associate partners with the Institutional Consulting Director (ICD)/team to address the specific needs and service issues of clients to provide a consistent and positive experience
Job Summary
The Institutional Consulting Associate partners with the Institutional Consulting Director (ICD)/team to address the specific needs and service issues of clients to provide a consistent and positive experience.
Assisting the ICD/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups.
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.
Matching Summary
The Institutional Consulting Associate partners with the Institutional Consulting Director (ICD)/team to address the specific needs and service issues of clients to provide a consistent and positive experience.
Salary
Base: $68,000 - $120,000 per year; Bonus/Equity: Commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages; Benefits: Other Morgan Stanley sponsored benefit programs
Skills & Requirements
Must-have
Client service excellence
Relationship building
Financial planning support
Digital tools adoption
Policy and procedure adherence
Nice-to-have
Client first mindset
Collaborative team player
Adaptable and multi-tasking
Goal-oriented and self-motivated
Key Requirements
5+ years relevant experience
Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
Four-year college degree or professional certification preferred