Series 65 Jobs in Indiana (NOW HIRING)

POSITION SUMMARY
The Institutional Consulting Associate on the Graystone Team is often the first point of contact withclients on a broad array of services. As senior members of the service team, through regular interactionswith clients, individuals in this role build trusted relationships. Leading with a client first mindset, asuccessful candidate for this role will have strong interpersonal skills and their focus will be on deliveringan exceptional client experience. The Institutional Consulting Associate partners with the InstitutionalConsulting Director (ICD)/team to address the specific needs and service issues of clients to provide aconsistent and positive experience.
DUTIES and RESPONSIBILITIES:
Client Service:
As a senior member of the service team, provide coverage for a Graystone team including:
Cultivating relationships with business partners and colleagues internally and externally
Supporting the ICD/team in enhancing new and existing institutional clients by providing anexceptional client experience
Assisting the ICD/team in delivering against their client service model, including preparing forregular meetings and tracking follow-ups
Ensuring all client service functions are performed in a timely manner, assigning work to teammembers on a daily basis if/as needed
Providing backup coverage for traditional registered or unregistered Client Service Associateresponsibilities at the request of the client and/or ICD/team, such as executing money movementtransactions, answering general non-investment related questions concerning client accounts,educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited
orders and/or entering solicited orders in a clerical capacity
Remaining current on all policies, procedures and new platforms and shares reminders and bestpractices with other service team members
Business Development Support:
Assisting the ICD/team in organizing around and executing against their business plan, partneringclosely with other market stakeholders such as Practice Strategy Consultants and BranchManagement
At the direction of ICD/team, executes against all administrative elements of digital and in-personmarketing strategies including conferences and seminars or webinars, websites, social media andregular email connectivity
At the request of the client and/or ICD/team, preparing and reviewing various client reports orfinancial plans from firm-approved systems for existing or prospective clients
At the request of the client and/or ICD/team, assisting with research using firm-approved systems
At the request of ICD/team, participating in existing client and/or prospective client meetings andseminars, representing the service lens
Participating in firm initiatives (e.g., training or education programs), special projects and/or otherduties directed by local management
Participating in quarterly/annual business performance reviews with the ICD/team
Coordinating enrollment campaign materials and scheduling meetings for institutional investors
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
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/Skills
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 internetapplications
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
Reports to:
Business Service Officer

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.

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.