Institutional Infrastructure Solutions (IIS) provides world-class service to Morgan Stanley's institutional and family office clients. IIS supports clients in partnership with Financial Advisors and WM Operations. IIS specifically supports all client service model execution processes including Client Onboarding and Maintenance, Money Movement, Investment Implementation, Portfolio Aggregation/Reporting and Billing.
The Institutional Client Specialist is centered on providing exceptional customer service to an institutional client base, with an emphasis on consistently strengthening and improving the client experience.
Role Responsibilities:
- Build trust and credibility with Financial Advisors by demonstrating strong knowledge of Morgan Stanley solutions, ongoing servicing needs, and applicable regulatory topics; stay current on policy and regulatory updates.
- Work closely with institutional consultants and their teams, acting as the direct contact and escalation point for institutional client matters via email and phone.
- Partner with cross-functional teams to identify process and technology roadblocks and implement scalable improvements that support growth of the institutional business.
- Coordinate across business lines, operations teams, and external providers to resolve client issues end-to-end.
- Participate in ongoing training to maintain knowledge of policies, procedures, and risk awareness; take initiative and collaborate effectively within a team environment.
- Think critically about existing work streams and processes, identify gaps and opportunities.
- Assist with the transition and operational onboarding for new client wins and new recruit mandates, including contract requests via Salesforce.
- Champion and support diversity and inclusion.
Qualifications: - College degree required
- 3 or more years of industry experience preferred
- Active Series 7, 63 and 65 (or Series 7 and 66) required
- Additional product licenses may be required
- Experience with Custodians, Recordkeepers, and Third-Party Administrators preferred
Knowledge/Skills: - Self-starter with a strong sense of ownership, accountability and work ethic
- Detail oriented with superior organizational skills and ability to prioritize tasks
- Exceptional writing, interpersonal and client service skills
- Team player with the ability to collaborate with others
- Strong written and verbal communication skills in both business and technical contexts
- Strong project management and problem-solving skills
- Capable of multitasking across several projects to achieve outstanding results
- Strong industry, product and branch procedures knowledge
- Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
- Strong analytical skills and the ability to interpret complex data
- Ability to work in a fast-paced, evolving environment
- Demonstrated leadership skills
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.
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 .
