Institutional Client Specialist, Associate/avp - Arizona

Morgan Stanley

Tempe, United States
Base: $70,000 - $115,000; bonus/equity: not specif...
On-site
Institutional client relationships
Client onboarding processes
Multi-family offices
Morgan Stanley is seeking an Institutional Client Specialist for their new Institutional Infrastructure Solutions unit in Tempe, Arizona. The role involves providing exceptional client service to institutional clients, requiring strong industry experience, active licenses, and proficiency in managing complex client relationships

Job Summary

  • The Client Relationship Specialist will provide world-class customer service to our institutional client base.
  • Maintain existing institutional client relationships by providing world class service through the support and suggestion of firm services, processing and escalation of client requests, resolving client inquiries, and making sure key client information and documentation is up to date.
  • Onboard new institutional clients, which includes understanding their complex entity structure, facilitation of contract creation and signatures, and managing multiple parties during the onboard process including Morgan Stanley Wealth Management and Fund Services, Alternative Investments, 3rd Party Custodians, and Family Office needs.

Matching Summary

Match Score: 85

Morgan Stanley is seeking an Institutional Client Specialist for their new Institutional Infrastructure Solutions unit in Tempe, Arizona. The role involves providing exceptional client service to institutional clients, requiring strong industry experience, active licenses, and proficiency in managing complex client relationships.

Salary

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

Skills & Requirements

Must-have

  • institutional client relationships
  • client onboarding processes
  • multi-family offices
  • alternative investments processing
  • cross-functional collaboration

Nice-to-have

  • bespoke client service delivery
  • strategic client planning
  • risk awareness

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

Work Rights

Not specified

Tailored Resume

Cover Letter