Job Type
Job Details
Morgan Stanley听
Client Relationship Analyst听
Job Description听
POSITION SUMMARY 听
Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s)听(FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. 听Through regular interactions with听
clients, individuals in this role build trusted relationships. 听Leading with a client first mindset, a听successful candidate for this role will have strong interpersonal skills and will be able to assist clients听with their everyday needs.
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DUTIES and RESPONSIBILITIES:听
CLIENT SUPPORT 听
Provide service coverage for a FA/PWA/team including: 听听
鈥� Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships 听
鈥� Executing money movement transactions at the request of the client and/or FA/PWA听
鈥� Answering general non-investment related questions concerning client accounts, including relaying听
stock positions and providing account balances (e.g., funds due and margin debit)听
鈥� Enter profile information or pre-fill account documentation on client accounts and/or documents in听a clerical capacity at the direction of the client and/or FA/PWA听
鈥� Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)听
鈥� Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings,听
performance reporting, etc. and preparing materials for client meetings using firm approved听systems 听
鈥� Assist with data entry for key client needs such as new account opening and financial planning at the听direction of the FAs/PWAs/teams听
鈥� Supporting the FAs / PWAs / teams鈥� marketing strategy (e.g., website maintenance) 听
鈥� Assist FAs / PWAs/ teams in delivering against their business plan and client service model 听
鈥� Remaining current on all policies, procedures and new platforms 听
鈥� Participating in firm initiatives (e.g., training or education programs), special projects and/or other听duties directed by local management听
ADMINISTRATIVE SUPPORT: 听
鈥� Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with听
FAs/PWAs/teams as needed) 听听
鈥� Managing the calendar including coordinating meetings or events with logistics such as material听
prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) 听
鈥� Maintaining travel itineraries, preparing expense reports and managing the reimbursement process听
鈥� Assisting with general in-office support functions such as copying, filing and scanning documentation听
Morgan Stanley听EOE committed to diversifying its workforce.听
Morgan Stanley听
Client Relationship Analyst听
Job Description听
鈥� Preparing and submitting expense reports for processing at the direction of the FA/PWA听
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:听
Education and/or Experience听
鈥� High School Diploma/Equivalency听
鈥� College degree preferred听
鈥� Industry experience is a plus听
鈥� Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)听
Knowledge/Skills听
鈥� Detail orientated with superior organizational skills and ability to prioritize 听
鈥� Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)听
鈥� Exceptional writing, interpersonal and client service skills听
鈥� Strong time management skills听
鈥� Team player with the ability to collaborate with others听
鈥� Ability to work in a fast-paced, evolving environment听
鈥� Adaptable and ability to multi-task 听
鈥� Goal oriented, self-motivated and results driven听
Reports to:听
鈥� Business Service Officer
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WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren鈥檛 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鈥檒l 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鈥檚 also ample opportunity to move about the business for those who show passion and grit in their work.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).