Institutional Consulting 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

Position Summary

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

Business Development Support

• 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

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 internet applications
• 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.