Institutional Client Specialist

Morgan Stanley

Tempe, Arizona, United States
Base: $70,000 - $115,000; bonus/equity: not specif...
Client onboarding and maintenance
Exceptional client service skills
Experience with multi-family offices
The Client Relationship Specialist enhances the client experience by providing exceptional, bespoke client service to each client

Job Summary

  • The Client Relationship Specialist enhances the client experience by providing exceptional, bespoke client service to each client.
  • IIS supports clients in partnership with Morgan Stanley’s Fund Services infrastructure, ensuring world-class service.
  • Morgan Stanley offers comprehensive employee benefits and opportunities for career advancement.

Matching Summary

The Client Relationship Specialist enhances the client experience by providing exceptional, bespoke client service to each client.

Salary

Base: $70,000 - $115,000; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client onboarding and maintenance
  • Exceptional client service skills
  • Experience with multi-family offices

Nice-to-have

  • Strong analytical skills
  • Detail oriented with superior organizational skills
  • Ability to work in a fast-paced environment

Key Requirements

  • Active Series 7 and 66 licenses
  • 3+ years of industry experience
  • Experience supporting clients with multiple custodians

Work Rights

Not specified

Tailored Resume

Cover Letter