AVP, Institutional Client Services & Onboarding

711 MS Smith Barney, LLC; New York (NY); On-site; USD 70,000 - 115,000; Full time

Job summary

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

Qualifications

• Bachelor’s degree preferred.
• 3+ years of relevant industry experience preferred.
• Active Series 7, 63, and 65 (or Series 7 and 66) required.

Responsibilities

• Maintain institutional client relationships by delivering timely, high-quality service.
• Process and elevate requests as needed.
• Resolve inquiries and ensure client records remain current.
• Build working knowledge of key third-party custodians to support onboarding and status inquiries.
• Onboard new institutional clients by collecting and validating information and documentation.
• Support contract creation/execution and account setup requirements.
• Collaborate with Investment Officers and Financial Advisors to share best practices and improve service delivery.

Skills

Client service

Relationship management

Detail-oriented

Communication skills

Team collaboration

Regulatory compliance

Problem solving

Education

Bachelor's degree

Tools

MS Office

CRM systems

Job description

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