Job Description

The Institutional Consulting Associate on the Graystone Team serves as a primary contact for clients, focusing on building trusted relationships and delivering exceptional client experiences. This role involves supporting the Institutional Consulting Director and team in addressing client needs and enhancing service delivery.

Requirements

5+ years of experience in a field relevant to the position required
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
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multi-task
Goal oriented, self-motivated and results driven

Responsibilities

Cultivating relationships with business partners and colleagues internally and externally
Supporting the ICD/team in enhancing new and existing institutional clients by providing an exceptional client experience
Assisting 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 on a daily basis if/as needed
Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities
Remaining current on all policies, procedures and new platforms and shares reminders and best practices with other service team members
Assisting the ICD/team in organizing around and executing against their business plan
Executing against all administrative elements of digital and in-person marketing strategies
Preparing and reviewing various client reports or financial plans from firm-approved systems
Assisting with research using firm-approved systems
Participating in existing client and/or prospective client meetings and seminars

Benefits

Morgan Stanley offers extensive benefits that support employees’ careers, health, finances, and families, including top-tier medical coverage, mental health support, generous parental leave, fertility and family-building benefits, and robust retirement and stock purchase plans. Employees also gain access to continuous learning and networking opportunities, volunteer and giving programs aligned with the firm’s values, and hundreds of lifestyle perks like discounted products, cultural and entertainment tickets, and commuter savings.

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