Client & Consultant Relations Specialist (Hybrid)

Morgan Stanley; Seattle (WA); Hybrid; USD 70,000 - 140,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Health Savings Account (HSA)

401(k) plan

Paid time off

Job summary

Morgan Stanley is seeking a Client and Consultant Relations Associate to strengthen ties with investment consultants and execute business strategies. You’ll coordinate with senior team members and internal groups to provide firm and investment strategy information, while partnering with Sales and Relationship Management to convert opportunities through consultants.

You will support day-to-day distribution activities, learn revenue drivers, and contribute to data-driven reporting and process

Qualifications

• Bachelor's degree or equivalent is required.
• 2+ years' experience in the investment management industry.
• Ability to build trusted relationships across locations.
• Strong communication, organizational and time-management skills.
• Results-oriented with a bias to action.
• Growing knowledge of current market trends and competitive landscape.
• Collaborative approach with tenacity to share opinions and offer solutions.

Responsibilities

• Support external facing directors in building connections with key research individuals.
• Manage client onboarding, account maintenance, and opportunity pipelines in Salesforce.
• Prepare briefing memos, client meeting materials, consultant presentations, and board content from CRM data.
• Collaborate on workflow improvements, AI initiatives, reporting enhancements, and process redesign.
• Develop understanding of revenue drivers via the consultant community and enhance reporting with stakeholders.
• Continue to build product knowledge, industry trends, and client issue awareness to assist consultants and internal teams.

Skills

Communication

Relationship-building

Time-management

Organizational skills

Action-oriented

Market awareness

Education

Bachelor's degree or equivalent

Tools

Salesforce

Job description

Morgan Stanley is seeking a Client and Consultant Relations Associate to strengthen ties with investment consultants and execute business strategies. You’ll coordinate with senior team members and internal groups to provide firm and investment strategy information, while partnering with Sales and Relationship Management to convert opportunities through consultants.

You will support day-to-day distribution activities, learn revenue drivers, and contribute to data-driven reporting and process