Institutional Client Specialist, Associate/avp - Arizona

Morgan Stanley

Arizona, US
Base: $70,000 to $115,000 py; bonus/equity: commis...
Active series 7 and 66 licenses required
Experience with multi-family offices
Supporting clients with multiple custodians
The role provides world-class customer service to institutional clients including Multi-Family Offices and the Graystone business

Job Summary

  • The role provides world-class customer service to institutional clients including Multi-Family Offices and the Graystone business.
  • Responsibilities include onboarding new institutional clients, managing complex entity structures, and facilitating contract creation with multiple parties.
  • Morgan Stanley offers a comprehensive benefits package and opportunities for career advancement in a diverse and inclusive environment.

Matching Summary

The role provides world-class customer service to institutional clients including Multi-Family Offices and the Graystone business.

Salary

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

Skills & Requirements

Must-have

  • Active Series 7 and 66 licenses required
  • Experience with multi-family offices
  • Supporting clients with multiple custodians
  • Processing alternative investment documentation
  • Managing complex entity structures

Nice-to-have

  • Strong analytical skills for complex data
  • Self-motivated with excellent work ethic
  • Knowledge of portfolio accounting processes
  • Ability to collaborate across lines of business
  • Strategic planning capabilities for client matters

Key Requirements

  • College degree preferred
  • 3+ years of industry experience
  • Active Series 7 license
  • Series 66 or (63 and 65) license
  • Experience with alternative investments

Work Rights

Not specified

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