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Client Strategy Jobs in Arizona (NOW HIRING)

Durfee Law Group

Tax Attorney II

Mesa, AZ

The work is transactional, strategic, and relationship-driven with direct client responsibility from day one. KEY RESPONSIBILITIES AND DUTIES * Provide sophisticated legal counsel on business ...

Durfee Law Group

Tax Attorney II

Mesa, AZ

The work is transactional, strategic, and relationship-driven with direct client responsibility from day one. KEY RESPONSIBILITIES AND DUTIES * Provide sophisticated legal counsel on business ...

Durfee Law Group

Tax Attorney II

Mesa, AZ

The work is transactional, strategic, and relationship-driven with direct client responsibility from day one. KEY RESPONSIBILITIES AND DUTIES * Provide sophisticated legal counsel on business ...

Deloitte

OneStream Senior Consultant

Tempe, AZ · On-site

You will develop and present recommendations that align to client strategy and measurable KPIs. * You will collaborate with cross-functional teams (e.g., data, UI/UX, integration) to enable robust ...

defi AUTO LLC

Client Executive

Phoenix, AZ · On-site

$85K - $95K/yr

The Client Executive develops relationships and sales strategies to secure new SMB sales opportunities, expand and grow defi SOLUTIONS' market share and revenue, and promote strategic customer and ...

Brillio

Junior Client Partner

Phoenix, AZ

$140K - $170K/yr

The Jr Client Partner position is a key role within the Brillio Customer Success team for North America, responsible for helping drive sales and business development strategies, and executive ...

Bank of Montreal

Senior Wealth Strategist

Scottsdale, AZ · On-site

$91.80K - $171K/yr

Demonstrates a consultative and collaborative value-added approach in client conversations, acting as a member of a client strategy team to facilitate the desired client experience. * Applies well ...

Brillio

Junior Client Partner

Phoenix, AZ

$140K - $170K/yr

The individual will be responsible for helping the team establish and maintain relationships at the CXO level and creating a long-term strategic partnership with the client. With Brillio's strong ...

Valenz Health

Client Success Executive

Phoenix, AZ · On-site +1

$72.20K - $98.20K/yr

Develop and maintain Strategic Account Plans that outline client goals, key initiatives, and growth opportunities. * Serve as the primary client contact, ensuring timely communication, issue ...

Gallagher

Aerospace Account Executive

Phoenix, AZ

... in client strategies o Reviews changes in carrier offerings and policies and relays information to the larger service team Leadership o Mentors or formally directs the work of more junior team ...

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Client Strategy information

What is the difference between Client Strategy vs Client Services?

AspectClient StrategyClient Services
Primary FocusDeveloping long-term client growth plans and strategic initiativesManaging day-to-day client needs and support
Skills & CredentialsStrategic thinking, market analysis, communication skillsCustomer service, problem-solving, technical knowledge
Work EnvironmentCollaborative, planning sessions, cross-departmentalClient meetings, support teams, operational tasks
Industry UsageConsulting firms, marketing agencies, tech companiesService providers, account management roles

While both roles involve working closely with clients, Client Strategy focuses on creating long-term growth plans and strategic initiatives, whereas Client Services emphasizes managing ongoing client needs and support. Understanding these differences helps organizations assign the right responsibilities and professionals to each role.

What are the most commonly searched types of Client Strategy jobs in Arizona? The most popular types of Client Strategy jobs in Arizona are:
Client Strategy jobs near you
Institutional Client Specialist, Associate/AVP - Utah

Institutional Client Specialist, Associate/AVP - Utah

Morgan Stanley

Tempe, AZ • On-site

$70K - $115K/yr

Full-time

Posted 24 days ago

Morgan Stanley rating

8.3

Company rating: 8.3 out of 10

Based on 147 frontline employees who took The Breakroom Quiz

38th of 138 rated financial services

Job description

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 escalate 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:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
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: https://www.morganstanley.com/people-opportunities/eeo.

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