Institutional Client Specialist, Associate/AVP

Morgan Stanley • Tempe, AZ

9d • $70,000 - $115,000

About The Position

Institutional Infrastructure Solutions (IIS), a business unit within Institutional Consulting Solutions (ICS), is an integrated client service solution for institutional and family office clients. IIS supports clients in partnership with Financial Advisors, Morgan Stanley Family Office (“MSFO”), Outsourced Chief Investment Office (“OCIO”), Morgan Stanley Fund Services, Graystone Consulting and Wealth Management Operations. The Institutional Client Specialist is responsible for client service execution processes including: Client Onboarding & Maintenance, Investment Execution, Asset Aggregation, Reporting and Billing. The role centered on providing exceptional customer service to an institutional client base, with an emphasis on consistently strengthening and improving the client experience while delivering end-to-end service.

Requirements

• Bachelor’s degree preferred
• 3+ years of relevant industry experience preferred
• Active Series 7, 63, and 65 (or Series 7 and 66) required
• Additional product licenses may be required
• Alternative investments experience preferred
• Strong ownership mindset, accountability, and work ethic
• Highly organized and detail-oriented; able to prioritize effectively
• Strong written and verbal communication skills (business and technical)
• Collaborative team player with strong stakeholder management skills
• Solid understanding of industry products and branch procedures
• Knowledge of applicable compliance requirements and firm policies
• Advanced Microsoft Office skills (Excel, Word, Outlook, PowerPoint)
• Analytical capability to interpret and act on complex information
• Ability to perform in a fast-paced, evolving environment
• Demonstrated leadership and sound judgment

Responsibilities

• Maintain institutional client relationships by delivering timely, high-quality service; process and escalate requests as needed; resolve inquiries; and ensure client records and documentation remain current.
• Build working knowledge of key third-party custodians to support onboarding, status inquiries, and service requests; track open items and drive timely resolution through appropriate channels.
• Provide flexible, client-specific service solutions while adhering to firm controls, documentation standards, and escalation protocols.
• Onboard new institutional clients by collecting, organizing, and validating required information and documentation (including complex entity structures and authorized parties); support contract creation/execution and account setup requirements.
• Participate in client strategy discussions; contribute to continuous improvement of service execution.
• Complete required training to remain current on policies, procedures, and risk expectations; leverage firm resources for peer sharing and collaboration.
• Process alternative investment documentation (e.g., subscriptions, capital calls, distribution notices) and coordinate with fund managers, custodians, and internal partners as needed.
• Partner with Investment Officers and Financial Advisors to share best practices and improve service delivery.
• Collaborate across lines of business and operational teams to resolve client issues, ensuring clear communication, thorough documentation, and timely follow-through.

Benefits

• Ample opportunity to move about the business for those who show passion and grit in their work.
• Attractive and comprehensive employee benefits and perks in the industry.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level