IIS Market Solutions Associate/AVP

Morgan Stanley • Purchase, NY

2d • $70,000 - $115,000 • Onsite

About The Position

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.

Requirements

• 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
• 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

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.

Benefits

• Commission earnings
• Incentive compensation
• Discretionary bonuses
• Other short and long-term incentive packages
• Other Morgan Stanley sponsored benefit programs

What This Job Offers

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