Institutional Consulting Associate

Position Summary

The Institutional Consulting Associate on the Graystone Team is often the first point of contact with clients on a broad array of services. Through regular interactions with clients, individuals in this role build trusted relationships and deliver an exceptional client experience.

Duties And Responsibilities

• Cultivating relationships with business partners and colleagues internally and externally
• Serving as a senior member of the service team to enhance new and existing institutional clients
• Supporting the ICD/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups
• Ensuring all client service functions are performed in a timely manner, assigning work to team members as needed
• Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities, such as executing money movement transactions, answering general non-investment related questions, educating or enrolling clients in digital tools, accepting or entering unsolicited orders, and entering solicited orders in a clerical capacity
• Remaining current on all policies, procedures, and new platforms, sharing reminders and best practices with other service team members
• Assisting the ICD/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management
• Executing against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media, and regular email connectivity
• Preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients
• Assisting with research using firm-approved systems
• Participating in existing client and/or prospective client meetings and seminars, representing the service lens
• Participating in firm initiatives (e.g., training or education programs), special projects, and other duties directed by local management
• Coordinating enrollment campaign materials and scheduling meetings for institutional investors

Education, Experience, Knowledge, And Skills

• 5+ years of experience in a field relevant to the position required
• A Four-year college degree or professional certification preferred
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
• Additional product licenses may be required
• Knowledge of financial services industry and investment products
• Technically proficient and quick learner of new and updated platforms
• Detail oriented with superior organizational skills and ability to prioritize
• Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
• Exceptional writing, interpersonal, and client service skills
• Strong time management skills
• Team player with the ability to collaborate with others
• Adaptable and able to multi-task
• Goal oriented, self-motivated, and results driven

Reports To

Business Service Officer

What You Can Expect From Morgan Stanley

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: https://www.morganstanley.com/people-opportunities/eeo.