Proactively build “partnership” style relationships focusing on integration at all levels, maintaining relationship with senior client contacts Collaborate with various client stakeholders to solve problems, build strong partnerships, and uncover new opportunities Conduct ongoing needs analysis to determine appropriate services to meet client requirements; prepare specifications/gap analysis documents for client requests for new functionality Deliver regular business reviews with the Director, Account Management sharing thought leadership, plan‑level analytics, and relevant enhancements Keep clients informed of new product functionality relevant to the client and their plan administration Monitor client satisfaction through internal benchmarks, surveys, and RM check‑ins Align client requests and expectations with business needs while maintaining a positive relationship Foster client loyalty through Morgan Stanley at Work's standard client interaction protocols and proactive client retention initiatives including client meetings, corporate communications, quarterly partnership meetings, etc. Understand and interpret contracts and client exceptions related pricing, plan management, and service level commitments Troubleshoot ad hoc client queries by partnering with internal stakeholders and platforms Conduct client meetings, demonstrations, training sessions, user training sessions, and other client requests as required Promote and share best practices to improve service efficiency and execution Requirements University degree or College diploma in Business, Economics or similar Minimum 3 years in an Account Management, Client Services, or Sales role Experience in the equity or share plan industry, including group and retirement plans, would be an asset Licenses required; SIE, FINRA 7 & 63 Excellent written and oral communication and presentation skills Proven ability to work independently and manage numerous assignments concurrently Demonstrated competency with common technology and technical concepts, including but not limited to email, internet, Excel and Word Strong analytical, attention‑to‑detail, and problem‑solving skills Comfortable in a fast‑paced and evolving environment which includes ongoing learning and training opportunities Ability to travel up to 25% of time within and outside North America #J-18808-Ljbffr
Relationship Manager, Global Equity - VP • California, MO, United States
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