Institutional Consulting Associate

Join the Graystone Team at Morgan Stanley as an Institutional Consulting Associate in Indianapolis. In this role, you will be a key point of contact for clients, building trusted relationships and ensuring an exceptional client experience. You will partner with the Institutional Consulting Director to address client needs and support business development initiatives.

• Cultivate relationships with internal and external business partners
• Support client service model and prepare for client meetings
• Assist with client reports and financial plans
• Execute administrative elements of marketing strategies
• Provide backup coverage for Client Service Associate responsibilities
• Maintain knowledge of firm policies and platforms