Institutional Client Specialist - Associate​/AVP

Institutional Client Specialist - Associate/AVP

Base pay range: $70,000.00/yr - $/yr

Institutional Infrastructure Solutions (IIS) is a new business unit that provides world-class service to Morgan Stanley’s institutional clients including Multi-Family Offices and the Graystone business. IIS supports clients in partnership with Morgan Stanley’s Fund Services infrastructure, an outsourced Wealth Management OCIO, the client’s MS Financial Advisor, and WM Operations. IIS specifically supports all client service model execution processes including Client Onboarding and Maintenance, Money Movement, Asset Aggregation and Accounting, Billing, and Client/IO Reporting.

The Client Relationship Specialist will provide world-class customer service to our institutional client base. The role enhances the client experience by delivering bespoke client service, supporting Branch functions as needed, and safeguarding client assets. The Specialist will understand firm policies, procedures and digital capabilities to interact with Investment Officers, Morgan Stanley Fund Services, outside Custodians, Funds, and clients. Active Series 7 and 66 (or 63 and 65) Licenses are required.

• Maintain existing institutional client relationships by providing world-class service, processing and escalating client requests, resolving inquiries, and keeping key client information and documentation up to date
• Build expertise in specific outside custodians to support onboarding, queries, and other client requests
• Provide flexible delivery of client procedures for bespoke MFO client needs
• Onboard new institutional clients, including understanding complex entity structures, facilitating contracts and signatures, and coordinating multiple parties during onboarding (including Morgan Stanley Wealth Management and Fund Services, Alternative Investments, 3rd Party Custodians, and Family Office needs)
• Support non-investment related services such as expense management and reporting; handle client referrals to other areas of the Firm (e.g., wealth education, philanthropic and estate planning strategies, executive administrative services)
• Project manage activities with Fund Services partner
• Engage in strategic planning with team members on client matters
• Focus on client-facing procedures and participate in available training to maintain current policies, procedures and risk awareness
• Process documentation related to alternative investments (capital calls, sub docs, etc.) and liaise with fund managers and custodians
• Collaborate with Investment Officers and Financial Advisors to leverage firm resources
• Work across multiple lines of business and operations to resolve client issues

Education and/or Experience

• College degree preferred
• 3+ years of industry experience preferred
• Active Series 7, 63 and 65 (or Series 7 and 66)
• Additional product licenses may be required
• Experience with multi-family offices and institutions required
• Experience supporting clients with multiple custodians required
• Experience working with clients with meaningful allocations to alternative investments a plus

Knowledge/Skills

• Detail oriented with strong organizational and prioritization skills
• Exceptional writing, interpersonal and client service skills
• Team player with the ability to collaborate effectively
• Strong knowledge of industry, products and branch procedures
• Experience with multiple third-party custodians for one client
• Experience with portfolio accounting processes
• Knowledge of applicable compliance rules and firm policies
• Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint)
• Strong analytical skills and ability to interpret complex data
• Self-motivated with excellent work ethic
• Ability to work in a fast-paced, evolving environment
• Demonstrated leadership skills

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — guide the decisions we make every day to benefit clients,…