Base: $70,000 - $115,000 py; bonus/equity: not spe...
On-site
Institutional client relationships
Bespoke client service delivery
Client onboarding and maintenance
Morgan Stanley is seeking an Institutional Client Specialist to provide exceptional service to its institutional clients in Utah. The role requires strong client relationship management skills, industry experience, and active licenses, including Series 7 and 66
Job Summary
The Client Relationship Specialist will provide world-class customer service to our institutional client base, enhancing the client experience through exceptional, bespoke service.
Responsibilities include maintaining existing client relationships, onboarding new institutional clients, and supporting non-investment related services.
The role requires active Series 7 and 66 (or 63 and 65) Licenses and experience with multi-family offices and institutions.
Matching Summary
Match Score: 85
Morgan Stanley is seeking an Institutional Client Specialist to provide exceptional service to its institutional clients in Utah. The role requires strong client relationship management skills, industry experience, and active licenses, including Series 7 and 66.
Salary
Base: $70,000 - $115,000 per year; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Institutional client relationships
Bespoke client service delivery
Client onboarding and maintenance
Money movement and billing
Alternative investments processing
Nice-to-have
Strategic planning with team members
Peer sharing and collaboration
Adaptability to fast-paced environment
Key Requirements
3+ years of industry experience
Active Series 7, 63 and 65 (or Series 7 and 66)
Experience with multi-family offices
Experience supporting clients with multiple custodians