Institutional Client Specialist AVP – Onboarding & Service
Listed on 2026-10-06
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Finance & Banking
Bank Customer Service -
Customer Service/HelpDesk
Bank Customer Service
Morgan Stanley is seeking an Institutional Client Specialist within IIS, a unit of ICS, to deliver end-to-end client service for institutional and family office clients. You will support onboarding, maintenance, investment execution, reporting and billing, collaborating with custodians, fund managers and internal partners.
Key qualifications include a Bachelor’s degree (preferred), 3+ years’ experience, and active Series 7/63/65 licenses.
We have an opening for a Institutional Client Specialist AVP – Onboarding & Service in Tempe, AZ, United States within Finance, IT & Technology.
We are looking to fill the Institutional Client Specialist AVP – Onboarding & Service position at 711 MS Smith Barney, LLC in Tempe, AZ, United States.
The Institutional Client Specialist AVP – Onboarding & Service role at 711 MS Smith Barney, LLC is now open for applications in Tempe, AZ, United States.
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