Morgan Stanley · 1 day ago
Institutional Client Specialist - Associate/AVP
South Jordan, UT
Full-time
Onsite
Mid Level
$70K/yr - $115K/yr
3+ years expMorgan Stanley is a leading global financial services firm, and they are seeking an Institutional Client Specialist to provide exceptional service to their institutional clients. The role involves maintaining client relationships, onboarding new clients, and managing various client requests while ensuring compliance with firm policies and procedures.
Asset ManagementFinanceFinancial ServicesLending
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
Onboard new institutional clients, which includes understanding their complex entity structure, facilitation of contract creation and signatures, and managing multiple parties during the onboard process including Morgan Stanley Wealth Management and Fund Services, Alternative Investments, 3rd Party Custodians, and Family Office 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
Focuses strategically on client facing procedures
Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness
Process documentation related to alternative investments (capital calls, sub docs, etc.) and liaise with fund managers and custodians
Regularly seek opportunities to use firm resources for peer sharing and collaborating with Investment Officers and Financial Advisors
Work across multiple lines of business and operation departments to resolve client issues
Qualification
Required
Active Series 7, 63 and 65 (or Series 7 and 66) Licenses
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
Preferred
College degree preferred
3+ or more years of industry experience preferred
Additional product licenses may be required
Experience with clients with meaningful allocation to alternative investments a plus
Benefits
Some of the most attractive and comprehensive employee benefits and perks in the industry
Company
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
10001+ employees
H1B Sponsorship
Morgan Stanley has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (222)
2024 (195)
2023 (173)
2022 (153)
2021 (165)
2020 (173)
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Leadership Team
James Gorman
Chairman and CEO
Ted Pick
Chief Executive Officer (CEO)
Recent News
2026-01-03
Business Standard India
2026-01-03
Company data provided by crunchbase