Institutional Client Services Specialist

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

Job summary

Morgan Stanley is seeking an Institutional Client Specialist to support onboarding, investment execution, asset aggregation, reporting and billing for institutional clients. The role focuses on delivering exceptional client service and strengthening the client experience while ensuring end-to-end service.

You will work with Investment Officers and Financial Advisors to share best practices, collaborate across teams, and maintain documentation in line with firm controls and risk expectations.

Qualifications

• Bachelor’s degree preferred.
• 3+ years of relevant industry experience preferred.
• Active Series 7, 63, and 65 (or Series 7 and 66) required.
• Additional product licenses may be required.
• Alternative investments experience preferred.
• Strong ownership mindset, accountability, and work ethic.
• Highly organized and detail-oriented; able to prioritize effectively.
• Strong written and verbal communication skills (business and technical).
• Collaborative team player with strong stakeholder management skills.
• Solid understanding of industry products and branch procedures.

Responsibilities

• Maintain institutional client relationships by delivering timely, high-quality service; process and elevate 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.]
• CoT_job_summary_short":"COMPANY NAME: Morgan Stanley\nKEY POINTS: Institutional client onboarding, relationship management, MS custodians"
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Skills

Ownership mindset

Organized

Communication

Team collaboration

Attention to detail

Analytical skills

Education

Bachelor’s degree preferred

Series 7, 63, 65 (or 7 & 66) required

Additional product licenses may be required

Alternative investments experience preferred

Tools

Microsoft Office (Excel, Word, Outlook, PowerPoint)

Job description

Morgan Stanley is seeking an Institutional Client Specialist to support onboarding, investment execution, asset aggregation, reporting and billing for institutional clients. The role focuses on delivering exceptional client service and strengthening the client experience while ensuring end-to-end service.

You will work with Investment Officers and Financial Advisors to share best practices, collaborate across teams, and maintain documentation in line with firm controls and risk expectations.