Wealth Management Analyst

Overview

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.

Responsibilities

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 a 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

Morgan Stanley

EOE committed to diversifying its workforce.

M / F / D / V

Version : 7 / 10 / 2024

Morgan Stanley

Client Relationship Analyst

Job Description

Additional duties include :

Education, Experience, Knowledge, and Skills

Education and / or Experience

Knowledge / Skills

Reports to

Business Service Officer

Equal Opportunity and Company Information

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 – 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. There’s 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 this link into your browser : https : / / www.morganstanley.com / about-us / global-offices

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).

#J-18808-Ljbffr