Institutional Consulting Associate

PowerToFly; Indianapolis (IN); On-site; USD 90,000 - 120,000; Full time

Job summary

Morgan Stanley seeks an Institutional Consulting Associate on the Graystone Team to be the first contact for institutional clients and to partner with the ICD/team to deliver a consistently excellent client experience.

Responsibilities include cultivating relationships, supporting client service across meetings, preparing reports, and aiding in business development while maintaining current licenses and compliance with policies.

Qualifications

• 5+ years of experience in a field relevant to the position.
• 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 client service responsibilities, such as money movement transactions and entering orders.
• Remaining current on all policies, procedures and new platforms and sharing reminders and best practices with the team.

Skills

Series 7/66/63/65 licensing

Financial services knowledge

Client relationship management

MS Excel

Interpersonal skills

Time management

Education

Bachelor's degree in finance or related field

Active securities licenses (7/66/63/65)

Tools

MS Office

Job description

POSITION SUMMARY

The Institutional Consulting Associate on the Graystone Team is often the first point of contact withclients on a broad array of services. As senior members of the service team, through regular interactionswith clients, individuals in this role build trusted relationships. Leading with a client first mindset, asuccessful candidate for this role will have strong interpersonal skills and their focus will be on deliveringan exceptional client experience. The Institutional Consulting Associate partners with the InstitutionalConsulting Director (ICD)/team to address the specific needs and service issues of clients to provide aconsistent and positive experience.

DUTIES and RESPONSIBILITIES:

Client Service:

• Cultivating relationships with business partners and colleagues internally and externally
• Supporting the ICD/team in enhancing new and existing institutional clients by providing anexceptional client experience
• Assisting the ICD/team in delivering against their client service model, including preparing forregular meetings and tracking follow-ups
• Ensuring all client service functions are performed in a timely manner, assigning work to teammembers on a daily basis if/as needed
• Providing backup coverage for traditional registered or unregistered Client Service Associateresponsibilities at the request of the client and/or ICD/team, such as executing money movementtransactions, 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 bestpractices with other service team members

Business Development Support:

• Assisting the ICD/team in organizing around and executing against their business plan, partneringclosely with other market stakeholders such as Practice Strategy Consultants and BranchManagement
• At the direction of ICD/team, executes against all administrative elements of digital and in-personmarketing strategies including conferences and seminars or webinars, websites, social media andregular email connectivity
• At the request of the client and/or ICD/team, preparing and reviewing various client reports orfinancial 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 andseminars, representing the service lens
• Participating in firm initiatives (e.g., training or education programs), special projects and/or otherduties 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

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

• 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

Knowledge/Skills

• Knowledge of financial services industry and investment products
• Technically proficient and quick learner of new and updated platforms
• Detail oriented with superior organizational skills and ability to prioritize
• Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internetapplications
• Exceptional writing, interpersonal and client service skills
• Strong time management skills
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Adaptable and ability to multi-task
• Goal oriented, self-motivated and results driven

Reports to:

• Business Service Officer

WHAT 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.

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.