Institutional Client Specialist, Associate​/AVP​/Purchase

Institutional Infrastructure Solutions (IIS), a business unit within Institutional Consulting Solutions (ICS), is an integrated client service solution for institutional and family office clients. IIS supports clients in partnership with Financial Advisors, Morgan Stanley Family Office (“MSFO”), Outsourced Chief Investment Office (“OCIO”), Morgan Stanley Fund Services, Graystone Consulting and Wealth Management Operations.

The Institutional Client Specialist is responsible for client service execution processes including:
Client Onboarding & Maintenance, Investment Execution, Asset Aggregation, Reporting and Billing. The role centered on providing exceptional customer service to an institutional client base, with an emphasis on consistently strengthening and improving the client experience while delivering end-to-end service. Role Responsibilities Maintain institutional client relationships by delivering timely, high-quality service; process and escalate requests as needed; resolve inquiries; and ensure client records and documentation remain current.

Build working knowledge of key third-party custodians to support onboarding, status inquiries, and service requests; track open items and drive timely resolution through appropriate channels

Provide flexible, client-specific service solutions while adhering to firm controls, documentation standards, and escalation protocols

Onboard new institutional clients by collecting, organizing, and validating required information and documentation (including complex entity structures and authorized parties); support contract creation/execution and account setup requirements

Participate in client strategy discussions; contribute to continuous improvement of service execution

Complete required training to remain current on policies, procedures, and risk expectations; leverage firm resources for peer sharing and collaboration.

Process alternative investment documentation (e.g., subscriptions, capital calls, distribution notices) and coordinate with fund managers, custodians, and internal partners as needed.

Partner with Investment Officers and Financial Advisors to share best practices and improve service delivery.

Collaborate across lines of business and operational teams to resolve client issues, ensuring clear communication, thorough documentation, and timely follow-through.

Qualifications

Education and/or Experience Bachelor’s degree preferred3+ years of relevant industry experience preferred

Active Series 7, 63, and 65 (or Series 7 and 66) required

Additional product licenses may be required

Alternative investments experience preferred

Knowledge/Skills Strong ownership mindset, accountability, and work ethic

Highly organized and detail-oriented; able to prioritize effectively

Strong written and verbal communication skills (business and technical)
Collaborative team player with strong stakeholder management skills

Solid understanding of industry products and branch procedures

Knowledge of applicable compliance requirements and firm policies

Advanced Microsoft Office skills (Excel, Word, Outlook, PowerPoint)
Analytical capability to interpret and act on complex information

Ability to perform in a fast-paced, evolving environment

Demonstrated leadership and sound judgment WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000…