AVP, Institutional Client Services & Onboarding

Morgan Stanley; New York (NY); On-site; USD 70,000 - 115,000; Full time

Job summary

Morgan Stanley in New York, NY, is seeking an Institutional Client Specialist to manage client service execution for institutional and family-office clients. You will handle onboarding, investment execution, asset aggregation, reporting, and billing with a strong focus on the client experience.

The role requires 3+ years in the industry, Series 7/63/65 licensing, and a Bachelor’s degree preferred. Strong communication and stakeholder skills are essential in a fast-paced, collaborative

Qualifications

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

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.

Skills

Ownership mindset

Highly organized

Communication skills

Stakeholder management

Team collaboration

Microsoft Office

Education

Bachelor’s degree preferred

3+ years of relevant industry experience preferred

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

Alternative investments experience preferred

Tools

Microsoft Office

Job description

Morgan Stanley in New York, NY, is seeking an Institutional Client Specialist to manage client service execution for institutional and family-office clients. You will handle onboarding, investment execution, asset aggregation, reporting, and billing with a strong focus on the client experience.

The role requires 3+ years in the industry, Series 7/63/65 licensing, and a Bachelor’s degree preferred. Strong communication and stakeholder skills are essential in a fast-paced, collaborative