Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.5 trillion in assets under management as of March 31, 2024. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.
North American Institutional Client Relationship Management Team
MSIM's Client Relationship Management Team serves as the primary point of contact for our institutional clients. We build and maintain strong relationships with each of our clients, understanding their specific investment guidelines as well as their overall investment and plan objectives. We focus on exceeding our clients' expectations, providing valuable insight and services beyond the investment mandate we manage. We meet regularly with our clients to review their portfolio and to discuss the current market environment. Institutional clients are served by a team of relationship managers and client service associates.
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Highlights & Key Responsibilities
Provides proactive, efficient and courteous client service to our institutional client base. The Associate - Client Service will be an integral part of the institutional client relationship team, working closely with a variety of clients (Corporate, Public, Endowment, Foundation, Insurance, etc.) and supporting relationship managers with all aspects of the client relationship. In addition, the CSA will assist with client reporting as the liaison with the reporting team. Client service activities include inquiry response, meeting preparation, operational and product research, As well as routine and custom account requests.
Responsibilities include:
- Acts as a point of contact for our institutional client base (including investment consultants and other service providers) on all day-to-day activities. Works closely with the relationship managers and senior members of the client service team acting as their backup when necessary, to ensure that a best-in-class client experience is delivered consistently.
- Routinely analyzes customer questions, requests and problems; utilizing product and fiduciary knowledge, provides appropriate responses and solutions to clients.
- Serves as technical resource to the team, using available resources and a demonstrated ability to handle both standard and non-standard requests through application of internal systems and product knowledge.
- Responsible for workflow, production and enhancements to client review presentations and ad-hoc material requests, working with other members of the client service team as necessary.
- Coordinates with other areas within Morgan Stanley to ensure that high quality and comprehensive client service is provided to all clients.
- Direct contact with client base by phone and email.
- Participates in broader institutional projects as needed.
Qualifications:
- Bachelor's degree or equivalent
- One to three years of relevant experience in client service, operations, sales, consultant relations or portfolio management support
- Must be able to multi-task, manage projects
- Proficient with MS Office and the ability to learn additional internal/external software programs
- Strong attention to detail
- Excellent verbal, written and interpersonal communication skills are essential
- Ability to work well as a member of a team-including the ability to be flexible and adaptable
- FINRA Series 7 & 63 licensing is supported
- Progress towards CFA charter or MBA is encouraged
- Deeply collaborative in their interaction with colleagues across the firm regardless of function or level; a team player
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.
We're committed to bringing passion and customer focus to the business.
Expected base pay rates for the role will be between $100,000 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'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).