Institutional Client Specialist - Associate/AVP
About The Position
Maintain existing institutional client relationships by providing world class service through the support and suggestion of firm services, processing and escalation of client requests, resolving client inquiries, and making sure key client information and documentation is up to date Build expertise in specific outside Custodians in order to support onboarding, queries, and other client requests Ability to provide a flexible delivery of client procedures for bespoke MFO client needs Support non-investment related services including expense management and reporting as well as proper handling of client referral situations to other areas of the Firm (ex: wealth education, philanthropic and estate planning strategies, and executive administrative services) Project manage activities with Fund Services partner Engages in strategic planning with other team members on client matters Process documentation related to alternative investments (capital calls, sub docs, etc.) and liaise with fund managers and custodians Work across multiple lines of business and operation departments to resolve client issues 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. 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. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Requirements
- College degree preferred
- 3+ or more years of industry experience preferred
- Active Series 7, 63 and 65 (or Series 7 and 66)
- Additional product licenses may be required
- Experience with multi-family offices and institutions required
- Experience supporting clients with multiple custodians required
- 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 industry, product and branch procedures knowledge
- Experience working with multiple third party custodians for one client
- Experience with portfolio accounting processes
- Knowledge of applicable compliance rules and regulations and firm policies
- Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
- Strong analytical skills and the ability to interpret complex data
- Self-motivated / self-starter with excellent work ethic
- Ability to work in a fast-paced, evolving environment
- Demonstrate leadership skills
Nice To Haves
- Experience with clients with meaningful allocation to alternative investments a plus
Responsibilities
- Maintain existing institutional client relationships by providing world class service through the support and suggestion of firm services, processing and escalation of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
- Build expertise in specific outside Custodians in order to support onboarding, queries, and other client requests
- Ability to provide a flexible delivery of client procedures for bespoke MFO client needs
- Support non-investment related services including expense management and reporting as well as proper handling of client referral situations to other areas of the Firm (ex: wealth education, philanthropic and estate planning strategies, and executive administrative services)
- Project manage activities with Fund Services partner
- Engages in strategic planning with other team members on client matters
- Process documentation related to alternative investments (capital calls, sub docs, etc.) and liaise with fund managers and custodians
- Work across multiple lines of business and operation departments to resolve client issues
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
