AVP, Institutional Client Services & Onboarding
Listed on 2026-10-07
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Customer Service/HelpDesk
Bank Customer Service, Banking & Finance -
Finance & Banking
Bank Customer Service, Banking & Finance
Morgan Stanley is seeking an Institutional Client Specialist to deliver end-to-end client service for institutional and family office clients. The role emphasizes onboarding, maintenance, asset reporting, and billing while ensuring compliance with firm policies and risk controls.
Responsibilities include onboarding complex client structures, processing requests, managing documentation, and collaborating with Investment Officers and Financial Advisors to improve service delivery and client
We would love to welcome a new AVP, Institutional Client Services & Onboarding to our organisation in New York, NY, United States.
Full responsibilities and requirements are described in the listing above.
Learn more about the AVP, Institutional Client Services & Onboarding role in the description above.
We appreciate your interest in this position.
Join 711 MS Smith Barney, LLC and contribute to our ongoing work.
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