Institutional Client Specialist, Associate/AVP - Utah

Institutional Infrastructure Solutions (IIS), a business unit within Institutional Consulting Solutions (ICS), is an integrated client service solution for institutional and family office clients. IIS supports clients in partnership with Financial Advisors, Morgan Stanley Family Office (“MSFO”), Outsourced Chief Investment Office (“OCIO”), Morgan Stanley Fund Services, Graystone Consulting and Wealth Management Operations. The Institutional Client Specialist is responsible for client service execution processes including: Client Onboarding & Maintenance, Investment Execution, Asset Aggregation, Reporting and Billing. The role centered on providing exceptional customer service to an institutional client base, with an emphasis on consistently strengthening and improving the client experience while delivering end-to-end service. Role Responsibilities Maintain institutional client relationships by delivering timely, high-quality service; process and upscale requests as needed; resolve inquiries; and ensure client records and documentation remain current. Build working knowledge of key third-party custodians to support onboarding, status inquiries, and service requests; track open items and drive timely resolution through appropriate channels Provide flexible, client-specific service solutions while adhering to firm controls, documentation standards, and escalation protocols Onboard new institutional clients by collecting, organizing, and validating required information and documentation (including complex entity structures and authorized parties); support contract creation/execution and account setup requirements Participate in client strategy discussions; contribute to continuous improvement of service execution Complete required training to remain current on policies, procedures, and risk expectations; leverage firm resources for peer sharing and collaboration. Process alternative investment documentation (e.g., subscriptions, capital calls, distribution notices) and coordinate with fund managers, custodians, and internal partners as needed. Partner with Investment Officers and Financial Advisors to share best practices and improve service delivery. Collaborate across lines of business and operational teams to resolve client issues, ensuring clear communication, thorough documentation, and timely follow-through. Qualifications Education and/or Experience Bachelor’s degree preferred 3+ years of relevant industry experience preferred Active Series 7, 63, and 65 (or Series 7 and 66) required Additional product licenses may be required Alternative investments experience preferred Knowledge/Skills Strong ownership mindset, accountability, and work ethic Highly organized and detail-oriented; able to prioritize effectively Strong written and verbal communication skills (business and technical) Collaborative team player with strong stakeholder management skills Solid understanding of industry products and branch procedures Knowledge of applicable compliance requirements and firm policies Advanced Microsoft Office skills (Excel, Word, Outlook, PowerPoint) Analytical capability to interpret and act on complex information Ability to perform in a fast-paced, evolving environment Demonstrated leadership and sound judgment What You Can Expect From Morgan Stanley Expected base pay rates for the role will be between $70,000 and $115,000 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 is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: #J-18808-Ljbffr Morgan Stanley