Job Summary

• The role provides world-class customer service to institutional clients including Multi-Family Offices and the Graystone business through the Institutional Infrastructure Solutions unit.
• Responsibilities include onboarding new clients, managing complex entity structures, facilitating contract creation, and supporting non-investment services like expense management.
• Morgan Stanley offers a comprehensive benefits package, opportunities for career advancement, and a culture focused on diversity, inclusion, and putting clients first.

Matching Summary

Salary

Base: $70,000 to $115,000 per year; Bonus/Equity: Commission, incentive compensation, discretionary bonuses possible; Benefits: Comprehensive employee benefits and perks in the industry

Skills & Requirements

Key Requirements

• College degree preferred
• 3+ years industry experience preferred
• Active Series 7, 63, and 65 licenses
• Experience with meaningful alternative investment allocations

Work Rights