Morgan Stanley
Purchase, New York
Institutional Client Specialist - Retirement
Job details
- Location
- Purchase, New York
- Work type
- Onsite
- Compensation
- $70,000 - $115,000/yr
- Posted
- Apr 27, 2026
- Apply on
- ms.wd5.myworkdayjobs.com
About this role
Provide client service for institutional retirement plans; 3+ years exp; Series 7/63/65 (or 7/66) required; college degree; retirement industry knowledge.
What you'll do at Morgan Stanley:
- Support Advisors
- Maintain knowledge
- Coordinate issues
Apply to this Institutional Client Specialist - Retirement role at Morgan Stanley with a tailored resume on ApplyBolt.