Institutional Client Specialist, Associate/avp - Arizona

Morgan Stanley UK

Tempe, United States
Base: $70,000 - $115,000 py; bonus/equity: incenti...
On-site
Institutional client service
Client onboarding and maintenance
Money movement and billing
Morgan Stanley UK is seeking an Institutional Client Specialist for their new Institutional Infrastructure Solutions unit in Tempe, Arizona. The role focuses on providing exceptional client service to institutional clients including multi-family offices, requiring strong client relationship skills and relevant licenses

Job Summary

  • Provide world-class customer service to institutional clients including Multi-Family Offices and the Graystone business.
  • Maintain existing institutional client relationships by providing support, processing requests, and resolving inquiries.
  • Onboard new institutional clients, managing complex entity structures and multiple parties during the process.

Matching Summary

Match Score: 85

Morgan Stanley UK is seeking an Institutional Client Specialist for their new Institutional Infrastructure Solutions unit in Tempe, Arizona. The role focuses on providing exceptional client service to institutional clients including multi-family offices, requiring strong client relationship skills and relevant licenses.

Salary

Base: $70,000 - $115,000 per year; Bonus/Equity: Incentive compensation, discretionary bonuses, other short and long-term incentive packages; Benefits: Other Morgan Stanley sponsored benefit programs

Skills & Requirements

Must-have

  • Institutional client service
  • Client onboarding and maintenance
  • Money movement and billing
  • Alternative investments processing
  • Multi-family office support

Nice-to-have

  • Bespoke client procedure delivery
  • Strategic client planning
  • Cross-line of business collaboration

Key Requirements

  • Active Series 7, 66 (or 63 and 65) Licenses
  • 3+ years of industry experience
  • Experience with multi-family offices
  • Experience supporting clients with multiple custodians

Work Rights

Not specified

Tailored Resume

Cover Letter