Strategic 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

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.