Institutional Client Success Associate

Morgan Stanley; Indianapolis (IN); On-site; USD 70,000 - 110,000; Full time

Job summary

Morgan Stanley Indianapolis is seeking an Institutional Consulting Associate on the Graystone Team who will be the primary client contact for a broad range of services. The role emphasizes a client-first mindset, strong interpersonal skills, and delivering an exceptional client experience through close collaboration with the Institutional Consulting Director.

You will cultivate relationships, support business development, prepare meetings, manage follow-ups, and ensure timely execution of client

Qualifications

• 5+ years of experience in a field relevant to the position required.
• Four-year college degree or professional certification preferred.
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
• Additional product licenses may be required.

Responsibilities

• Cultivating relationships with business partners and colleagues internally and externally.
• Supporting the ICD/team in enhancing new and existing institutional clients by providing an exceptional client experience.
• Assisting the ICD/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups.
• Ensuring all client service functions are performed in a timely manner, assigning work to team members on a daily basis if/as needed.
• Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or ICD/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity.
• Remaining current on all policies, procedures and new platforms and shares reminders and best practices with other service team members.
• Assisting the ICD/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management.
• At the direction of ICD/team, executes against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity.
• At the request of the client and/or ICD/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients.
• At the request of the client and/or ICD/team, assisting with research using firm-approved systems.
• At the request of ICD/team, participating in existing client and/or prospective client meetings and seminars, representing the service lens.
• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management.
• Participating in quarterly/annual business performance reviews with the ICD/team.
• Coordinating enrollment campaign materials and scheduling meetings for institutional investors.

Skills

Client service

Relationship building

MS Office

Written communication

Time management

Team player

Adaptable

Interpersonal skills

Education

4-year college degree

Licensing: Series 7/66/63/65

Professional certification preferred

Tools

MS Excel

Job description

Morgan Stanley Indianapolis is seeking an Institutional Consulting Associate on the Graystone Team who will be the primary client contact for a broad range of services. The role emphasizes a client-first mindset, strong interpersonal skills, and delivering an exceptional client experience through close collaboration with the Institutional Consulting Director.

You will cultivate relationships, support business development, prepare meetings, manage follow-ups, and ensure timely execution of client