Institutional Consulting Associate, Graystone ** in Birmingham, for Morgan Stanley

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Institutional Consulting Associate, Graystone **

POSITION SUMMARY The Institutional Consulting Associate on the Graystone Team is often the first point of contact with clients on a broad array of services. Under the direction of the Financial Advisor, this industry professional combines client relationship management skills with marketing skills and product knowledge to cultivate longstanding relationships with clients. The Institutional Consulting Associate partners with team members to address the specific needs and service issues of clients to provide a consistent and positive experience. DUTIES and RESPONSIBILITIES: Business Development Independently improves and streamlines the service model and operational procedures for the team

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