Morgan Stanley

IIS Market Solutions Associate/AVP

Morgan Stanley$70K — $115K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • College degree required
  • 3+ years of relevant industry experience preferred
  • Active Series 7, 63 and 65 (or Series 7 and 66) required
  • Experience with Custodians, Recordkeepers, and Third-Party Administrators preferred
  • Additional product licenses may be required

Responsibilities

  • Build trust and credibility with Financial Advisors by demonstrating knowledge of Morgan Stanley solutions
  • Act as direct contact for institutional client matters, collaborating with consultants and their teams
  • Identify process and technology barriers, implementing scalable improvements for institutional growth
  • Coordinate across teams to resolve client issues comprehensively
  • Maintain current knowledge of policies and procedures through ongoing training
  • Critically analyze work processes to identify gaps and opportunities
  • Assist with client onboarding and operational transitions, managing contract requests via Salesforce
  • Champion diversity and inclusion initiatives

Benefits

  • Comprehensive training and development opportunities
  • Collaborative team environment
  • Focus on diversity and inclusion
  • Access to advanced technology and resources
  • Role in a reputable institution with strong industry standing
Full Job Description

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.

Role 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.

Qualifications:

  • 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

Knowledge/Skills:

  • 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

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ

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