Client Relationship Analyst
Morgan Stanley, Pepper Pike, OH, United States
Client Relationship Analyst
Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/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 Financial Advisor/Private Wealth Advisor/team including: Supporting the Financial Advisor/Private Wealth Advisor/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or Financial Advisor/Private Wealth Advisor Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit) Entering profile information or pre-filling account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or Financial Advisor/Private Wealth Advisor Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Assisting Financial Advisors/Private Wealth Advisors/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 Assisting with data entry for key client needs such as new account opening and financial planning at the direction of the Financial Advisors/Private Wealth Advisors/teams Supporting the Financial Advisors/Private Wealth Advisors/teams' marketing strategy (e.g., website maintenance) Assisting Financial Advisors/Private Wealth Advisors/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 Financial Advisors/Private Wealth Advisors/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 Financial Advisor/Private Wealth Advisor 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 oriented 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 Salary range for the position: $33,280 - $90,000 / Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 10 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 7/10/2024
Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/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 Financial Advisor/Private Wealth Advisor/team including: Supporting the Financial Advisor/Private Wealth Advisor/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or Financial Advisor/Private Wealth Advisor Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit) Entering profile information or pre-filling account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or Financial Advisor/Private Wealth Advisor Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Assisting Financial Advisors/Private Wealth Advisors/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 Assisting with data entry for key client needs such as new account opening and financial planning at the direction of the Financial Advisors/Private Wealth Advisors/teams Supporting the Financial Advisors/Private Wealth Advisors/teams' marketing strategy (e.g., website maintenance) Assisting Financial Advisors/Private Wealth Advisors/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 Financial Advisors/Private Wealth Advisors/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 Financial Advisor/Private Wealth Advisor 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 oriented 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 Salary range for the position: $33,280 - $90,000 / Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 10 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 7/10/2024