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Institutional Client Success Specialist

Job in New York, New York County, New York, 10261, USA
Listing for: Morgan Stanley
Full Time position
Listed on 2026-07-04
Job specializations:
  • Customer Service/HelpDesk
    Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 70000 - 115000 USD Yearly USD 70000.00 115000.00 YEAR
Job Description & How to Apply Below
Location: New York

Morgan Stanley is seeking an Institutional Client Specialist in New York, NY. The role involves maintaining client relationships, onboarding new clients, and handling alternative investment documentation. The ideal candidate has a Bachelor's degree and 3+ years of relevant experience.

Responsibilities include ensuring timely service delivery and processing documentation while adhering to compliance guidelines. Strong ownership mindset, analytical skills, and Microsoft Office proficiency are essential. Expected salary ranges from $70,000 to $115,000 annually.

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