Institutional Client Specialist - Associate​/AVP

Institutional Infrastructure Solutions

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 Client Relationship Specialist enhances the client experience by providing exceptional, bespoke client service to each client, supporting Branch functions as needed, and assisting in safeguarding client assets. The Client Relationship Specialist is responsible for understanding firm policies, procedures and digital capabilities that will allow them to interact with Investment Officers, Morgan Stanley Fund Services, outside Custodians, Funds, and clients.

In order to perform daily business activities, the Client Relationship Specialist is required to have active Series 7 and 66 (or 63 and 65) Licenses.

• Maintain existing institutional client relationships by providing world class service through the support and suggestion of firm services, processing and escalation of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
• Build expertise in specific outside Custodians in order to support onboarding, queries, and other client requests
• Ability to provide a flexible delivery of client procedures for bespoke MFO client needs
• Onboard new institutional clients, which includes understanding their complex entity structure, facilitation of contract creation and signatures, and managing multiple parties during the onboard process including Morgan Stanley Wealth Management and Fund Services, Alternative Investments, 3rd Party Custodians, and Family Office needs
• Support non‑investment related services including expense management and reporting as well as proper handling of client referral situations to other areas of the Firm (ex: wealth education, philanthropic and estate planning strategies, and executive administrative services)
• Project manage activities with Fund Services partner
• Engages in strategic planning with other team members on client matters
• Focuses strategically on client facing procedures

Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness.

• Process documentation related to alternative investments (capital calls, sub docs, etc.) and liaise with fund managers and custodians
• Regularly seek opportunities to use firm resources for peer sharing and collaborating with Investment Officers and Financial Advisors
• Work across multiple lines of business and operation departments to resolve client issues

• College degree preferred
• 3+ or more 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 with clients with meaningful allocation to alternative investments a plus

• Detail oriented with superior organizational skills and ability to prioritize tasks
• Exceptional writing, interpersonal and client service skills
• Team player with the ability to collaborate with others
• Strong industry, product and branch procedures knowledge
• Experience working with multiple third party custodians for one client
• Experience with portfolio accounting processes
• Knowledge of applicable compliance rules and regulations and firm policies
• Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
• Strong analytical skills and the ability to interpret complex data
• Self‑motivated / self‑starter with…