Institutional Client Specialist, Associate/AVP - New York / Purchase

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

Benefits offered by this job

Benefits package

Job summary

Morgan Stanley's Institutional Infrastructure Solutions group delivers end-to-end client service for institutional and family office clients. The Institutional Client Specialist focuses on onboarding, maintenance, investment execution, asset aggregation, reporting and billing, ensuring high-quality service and rigorous documentation across complex entity structures.

The role requires strong client relationships, ownership mindset, and collaboration with Investment Officers, Financial Advisors,

Qualifications

• Bachelor’s degree preferred in a relevant field.
• 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.

Responsibilities

• Maintain institutional client relationships by delivering timely, high-quality service; resolve inquiries and ensure records are current.
• Onboard new institutional clients and support contract creation/execution and account setup requirements.
• Collaborate with Investment Officers and Financial Advisors to share best practices and improve service delivery.
• Process alternative investment documentation and coordinate with custodians and fund managers as needed.
• Partner with internal teams to resolve client issues with clear communication and timely follow-through.

Skills

Relationship management

Client service

Communication skills

Financial analysis

Collaboration

MS Office proficiency

Education

Bachelor's degree preferred

Series 7/63/65 licenses

Alternative investments experience

Tools

Microsoft Excel

MS Office

PowerPoint

Job description

Institutional Infrastructure Solutions (IIS), a business unit within Institutional Consulting Solutions (ICS), is an integrated client service solution for institutional and family office clients. IIS supports clients in partnership with Financial Advisors, Morgan Stanley Family Office (“MSFO”), Outsourced Chief Investment Office (“OCIO”), Morgan Stanley Fund Services, Graystone Consulting and Wealth Management Operations.The Institutional Client Specialist is responsible for client service execution processes including: Client Onboarding & Maintenance, Investment Execution, Asset Aggregation, Reporting and Billing. The role centered on providing exceptional customer service to an institutional client base, with an emphasis on consistently strengthening and improving the client experience while delivering end-to-end service. Role ResponsibilitiesMaintain 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 channelsProvide flexible, client-specific service solutions while adhering to firm controls, documentation standards, and escalation protocolsOnboard 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 requirementsParticipate in client strategy discussions; contribute to continuous improvement of service executionComplete 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.QualificationsEducation and/or ExperienceBachelor’s degree preferred3+ years of relevant industry experience preferredActive Series 7, 63, and 65 (or Series 7 and 66) requiredAdditional product licenses may be requiredAlternative investments experience preferredKnowledge/SkillsStrong ownership mindset, accountability, and work ethicHighly organized and detail-oriented; able to prioritize effectivelyStrong written and verbal communication skills (business and technical)Collaborative team player with strong stakeholder management skillsSolid understanding of industry products and branch proceduresKnowledge of applicable compliance requirements and firm policiesAdvanced Microsoft Office skills (Excel, Word, Outlook, PowerPoint)Analytical capability to interpret and act on complex informationAbility to perform in a fast-paced, evolving environmentDemonstrated leadership and sound judgmentWHAT YOU CAN EXPECT FROM MORGAN STANLEY:At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.Expected base pay rates for the role will be between $70,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .