Client Relationship Analyst
Morgan Stanley, Grand Rapids, MI, 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: Support the Financial Advisor(s)/Private Wealth Advisor(s)/team in cultivating and enhancing new and existing client relationships Execute money movement transactions at the request of the client and/or Financial Advisor(s)/Private Wealth Advisor(s) Answer general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances 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 Financial Advisor(s)/Private Wealth Advisor(s) Educate or enroll clients in digital tools Assist Financial Advisor(s)/Private Wealth Advisor(s)/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 Financial Advisor(s)/Private Wealth Advisor(s)/teams Support the Financial Advisor(s)/Private Wealth Advisor(s)/teams' marketing strategy Assist Financial Advisor(s)/Private Wealth Advisor(s)/teams in delivering against their business plan and client service model Remaining current on all policies, procedures and new platforms Participate in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management Administrative Support: Answer inbound phone calls or make outbound calls (e.g., scheduling follow-up calls with Financial Advisor(s)/Private Wealth Advisor(s)/teams as needed) Manage the calendar including coordinating meetings or events with logistics such as material prep Maintain travel itineraries, prepare expense reports and manage the reimbursement process Assist with general in-office support functions such as copying, filing and scanning documentation Prepare and submit expense reports for processing at the direction of the Financial Advisor(s)/Private Wealth Advisor(s) 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
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: Support the Financial Advisor(s)/Private Wealth Advisor(s)/team in cultivating and enhancing new and existing client relationships Execute money movement transactions at the request of the client and/or Financial Advisor(s)/Private Wealth Advisor(s) Answer general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances 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 Financial Advisor(s)/Private Wealth Advisor(s) Educate or enroll clients in digital tools Assist Financial Advisor(s)/Private Wealth Advisor(s)/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 Financial Advisor(s)/Private Wealth Advisor(s)/teams Support the Financial Advisor(s)/Private Wealth Advisor(s)/teams' marketing strategy Assist Financial Advisor(s)/Private Wealth Advisor(s)/teams in delivering against their business plan and client service model Remaining current on all policies, procedures and new platforms Participate in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management Administrative Support: Answer inbound phone calls or make outbound calls (e.g., scheduling follow-up calls with Financial Advisor(s)/Private Wealth Advisor(s)/teams as needed) Manage the calendar including coordinating meetings or events with logistics such as material prep Maintain travel itineraries, prepare expense reports and manage the reimbursement process Assist with general in-office support functions such as copying, filing and scanning documentation Prepare and submit expense reports for processing at the direction of the Financial Advisor(s)/Private Wealth Advisor(s) 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