Client Relationship Analyst

POSITION SUMMARY

Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a daily basis. Through regular interactions with clients individuals in this role build trusted relationships. Leading with a client first mindset a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.

DUTIES and RESPONSIBILITIES :

CLIENT SUPPORT

Provide service coverage for a FA / PWA / team including :

Supporting the FA / PWA / team in cultivating and enhancing new and existing client relationships

Executing money movement transactions at the request of the client and / or FA / PWA

Answering general non-investment related questions concerning client accounts including relaying stock positions and providing account balances (e.g. funds due and margin debit)

Enter profile information or pre-fill account documentation on client accounts and / or documents in aa clerical capacity at the direction of the client and / or FA / PWA

Educating or enrolling clients in digital tools (e.g. MSOnline eSign eAuthorization)

Assist Fas / PWAs / teams in a clerical capacity with research relating to investment portfolio holdings performance reporting etc. and preparing materials for client meetings using firm approved systems

Assist with data entry for key client needs such as new account opening and financial planning at the direction of the Fas / PWAs / teams

Supporting the Fas / PWAs / teams marketing strategy (e.g. website maintenance)

Assist Fas / PWAs / teams in delivering against their business plan and client service model

Remaining current on all policies procedures and new platforms

Participating in firm initiatives (e.g. training or education programs) special projects and / or other duties directed by local management

ADMINISTRATIVE SUPPORT :

Answering inbound phone calls or making outbound calls (e.g. scheduling follow-up calls with Fas / PWAs / teams as needed)

Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g. maintaining agendas sending calendar invites with Zoom credentials)

Maintaining travel itineraries preparing expense reports and managing the reimbursement process

Assisting with general in-office support functions such as copying filing and scanning documentation

Preparing and submitting expense reports for processing at the direction of the FA / PWA

EDUCATION EXPERIENCE KNOWLEDGE and SKILLS :

Education and / or Experience

High School Diploma / Equivalency

College degree preferred

Industry experience is a plus

Willingness to obtain Series 7 (GS) and Series 66 (AG / RA) or Series 63 (AG) and Series 65 (RA)

Knowledge / Skills

Detail orientated with superior organizational skills and ability to prioritize

Advanced Microsoft Office skills (Word Excel Outlook and PowerPoint)

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 :

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 - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll 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. Theres 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 into your browser.

Morgan Stanleys 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).

Required Experience :

IC

Key Skills

Business Development,Sales Experience,Loyalty Marketing,Portfolio Management,Wealth Management,Financial Services,Algebra,Territory Management,Banking,Relationship Management,Customer relationship management,Geometry

Employment Type : Full-Time

Experience : years

Vacancy : 1