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Client Relationship Specialist
Job Number : 3252128
3252128
Posting Date
May 7, 2024
Primary Location
Americas-United States of America-Arizona-TempeEducation Level : Bachelor's Degree
Wealth ManagementEmployment Type : Full TimeJob Level : Associate
Description
Institutional Infrastructure Solutions (IIS) is a new business unit that provides world-class service to Morgan Stanley’s institutional clients including Multi-Family Offices and the Graystone business.
IIS supports clients in partnership with Morgan Stanley’s Fund Services infrastructure, an outsourced Wealth Management OCIO, the client’s MS Financial Advisor, and WM Operations.
IIS specifically supports all client service model execution processes including Client Onboarding and Maintenance, Money Movement, Asset Aggregation and Accounting, Billing, and Client / IO Reporting.
The Client Relationship Specialist will provide world-class customer service to our institutional client base. The Client Relationship Specialist enhances the client experience by providing exceptional client service to each client, supporting Branch functions as needed, and assisting in safeguarding client assets.
The Client Relationship Specialist is responsible for understanding firm policies, procedures and digital capabilities that will allow them to interact with Investment Officers, Morgan Stanley Fund Services, outside Custodians, Funds, and clients.
In order to perform daily business activities, the Client Relationship Specialist is required to have active Series 7 and 66 (or 63 and 65) Licenses.
Role Responsibilities
Qualifications
Qualifications :
Knowledge / Skills :
Expected base pay rates for the role will be between $57,000 and $110,000 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence.
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.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / Disability / Vet).
Last updated : 2024-05-20
Full Time
Securities
$69k-92k (estimate)
05/11/2024
08/07/2024
morganstanley.com
MANHATTAN, NY
>50,000
1924
RICHARD B FISHER
>$50B
Securities