The Institutional Consulting Associate is often the first point of contact with clients on a broad array of services, building trusted relationships through regular interactions
Job Summary
The Institutional Consulting Associate is often the first point of contact with clients on a broad array of services, building trusted relationships through regular interactions.
This role partners with the Institutional Consulting Director/team to address specific client needs and service issues, ensuring a consistent and positive experience.
Morgan Stanley is committed to maintaining first-class service and high standards of excellence, offering attractive and comprehensive employee benefits and perks.
Matching Summary
The Institutional Consulting Associate is often the first point of contact with clients on a broad array of services, building trusted relationships through regular interactions.
Skills & Requirements
Must-have
Client relationship management
Exceptional client experience
Digital tools and platforms
Financial plan preparation
Marketing strategy execution
Nice-to-have
Team player
Goal oriented
Adaptable
Creative thinkers
Collaborators
Key Requirements
5+ years of relevant experience
Active Series 7, Series 66 or Series 63/65 licenses
Four-year college degree or professional certification preferred