About this role
Morgan Stanley is hiring an Institutional Client Specialist (Associate/AVP) for its Institutional Infrastructure Solutions (IIS) business. The role is responsible for world-class client service, institutional client onboarding and maintenance, money movement support, and handling alternative investments documentation while coordinating with Fund Services, outside custodians, and clients.
Key Responsibilities
- maintain institutional client relationships and service requests (processing, escalation, inquiries)
- build expertise in specific outside custodians for onboarding and queries
- onboard new institutional clients including complex entity structures and contract signatures
- support non-investment services including expense management and reporting and referrals
- process documentation related to alternative investments (capital calls, sub docs) and liaise with fund managers and custodians
Technical Overview
The role is client-operations focused within IIS, covering client onboarding, money movement, asset aggregation and accounting, billing, and client/IO reporting coordination. It also includes project managing with Fund Services partners and processing alternative investments documentation (capital calls and sub docs).
Ideal Candidate
The ideal candidate is an Associate/AVP-level institutional client specialist who can deliver world-class customer service to institutional clients, including multi-family offices and related Graystone business services. They must hold active Series 7 and 66 (or 63 and 65) licenses and be able to onboard clients with complex entity structures, manage outside custodians, and handle alternative investments documentation such as capital calls and sub-docs.
Must-Have Skills
Active Series 7 and 66 (or 63 and 65) LicensesMaintain existing institutional client relationships through processing and escalation of client requests and resolving client inquiriesOnboard new institutional clients including understanding complex entity structurefacilitating contract creation and signaturesand managing multiple parties during onboarding
Nice-to-Have Skills
Build expertise in specific outside CustodiansProcess documentation related to alternative investments (capital callssub docsetc.)Engage in strategic planning with other team members on client matters
Required Skills
institutional client relationshipsclient onboardingmoney movementasset aggregation and accountingbillingclient/IO reportingoutside custodians onboardingalternative investments documentationcapital callssub docscontract creation and signaturesexpense management and reportingproject managementclient referral handlingcustomer service
Hard Skills
client onboardingclient maintenancemoney movementasset aggregation and accountingbillingclient/IO reportinginstitutional client relationships managementprocessing and escalation of client requestsresolving client inquiriesclient information and documentation maintenanceoutside custodians onboardingoutside custodian queriesbespoke client serviceflexible delivery of client procedurescomplex entity structure understandingcontract creation and signaturesproject managementexpense management and reportinghandling client referral situations to other areas of the firmalternative investments documentationcapital callssub docsliaise with fund managers and custodiansfund services partner project managementtraining and education programs to maintain policy/procedure and risk awareness
Soft Skills
world-class customer servicebespoke client serviceclient relationship managementcommunicationattention to detailstakeholder coordinationability to manage multiple partiesproject management collaborationrisk awareness
Certifications
Required
Series 7Series 66Series 63Series 65
Keywords for Your Resume
Institutional Client SpecialistClient Relationship SpecialistAssociateAVPUtahmulti-family officesGraystoneInstitutional Infrastructure Solutions (IIS)Fund Servicesoutsourced Wealth Management OCIOClient OnboardingMaintenanceMoney MovementAsset Aggregation and AccountingBillingClient/IO Reportingoutside Custodianscontract creation and signaturesexpense management and reportingclient referral situationsphilanthropic and estate planning strategiesexecutive administrative servicesProject manage activities with Fund Services partneralternative investmentscapital callssub docsalternative investments documentationSeries 7Series 66Series 63Series 65
Deal Breakers
Must have active Series 7 and 66 (or 63 and 65) licenses, Must be able to perform institutional client onboarding including contract creation and signatures
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