Morgan Stanley

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 twenty-four countries, and a total of $1.7 trillion in assets under management as of December 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 Intermediary Client Relationship Management Team

As part of MSIM’s Intermediary Client Relationship Management Team, this role will provide coverage to the Firm’s Intermediary and 1940 Act Sub-Advised Fund clients. We build and maintain strong relationships with each of our external and internal clients, focusing on exceeding expectations, by delivering valuable insight and services beyond the investment mandate we manage. Intermediary clients are served by a team of client relationship managers and client service associates.

Highlights & Key Responsibilities

Provides proactive, efficient and courteous client service to assigned client base. The Associate - Client Service will be an integral part of the North American Intermediary Client Relationship Management Team, working closely with a variety of clients (Insurance, Broker-Dealer, RIA) and supporting our internal partners in: Investment Management, Sales and Product Management with all aspects of the client relationships.

Responsibilities include:

• Acts as a point of contact for our intermediary client base (including sub-advised fund clients) on all day-to-day activities. Works closely with the client 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 intermediary 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 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

Expected base pay rates for the role will be between $95,000 and $110,000 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).