Client Relationship Analyst position at Morgan Stanley.| United States Of America

_{More Than 30 Days Ago} bot

Morgan Stanley Client Relationship Analyst

Experience: Highly Experienced

Pattern: full-time

Country:

Copy Link Report

Diploma

Chicago....United States Of America

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 Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 7/10/2024 Morgan Stanley Client Relationship Analyst Job Description • 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 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). 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 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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. We're committed to bringing passion and customer focus to the business. Salary range for the position: $50,000 to $95,000/year. 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 X 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 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).

Other Ai Matches

Credit SSG Strat Applicants are expected to have a solid experience in handling Job related tasks

Morgan Stanley Private Bank, NA (MSPBNA) Financial Crimes Risk Office (Wealth Management)– Vice President Applicants are expected to have a solid experience in handling NA (MSPBNA) Financial Crimes Risk Office (Wealth Management)– Vice President related tasks

Cyber and Resilience BA - VP Applicants are expected to have a solid experience in handling Job related tasks

Client Service Associate Applicants are expected to have a solid experience in handling Job related tasks

QA Engineering Specialist (multiple opportunities) Applicants are expected to have a solid experience in handling Job related tasks

MSIM Tactical Value, Acquisitions Associate (2027 Program) Applicants are expected to have a solid experience in handling Acquisitions Associate (2027 Program) related tasks

Sr. Associate, Marketing Applicants are expected to have a solid experience in handling Marketing related tasks

Platinum Relationship Manager Applicants are expected to have a solid experience in handling Job related tasks

Director, Technology Audit Applicants are expected to have a solid experience in handling Technology Audit related tasks

AML - Manager - Fund Services Applicants are expected to have a solid experience in handling Job related tasks

Global Financial Crimes: Crypto Investigations Director (AVP) Applicants are expected to have a solid experience in handling Job related tasks

Senior Production Automation Support Engineer - Parametric Applicants are expected to have a solid experience in handling Job related tasks

Credit Risk Analyst Applicants are expected to have a solid experience in handling Job related tasks

Registered Client Service Associate Applicants are expected to have a solid experience in handling Job related tasks

Python Developer Applicants are expected to have a solid experience in handling Job related tasks

C++ Developer (Hybrid) Applicants are expected to have a solid experience in handling Job related tasks

Branch Manager, Producing Applicants are expected to have a solid experience in handling Producing related tasks

Cash Equity Operations, Equity Operations, Director Applicants are expected to have a solid experience in handling Equity Operations, Director related tasks

IED - Prime Brokerage Strats Applicants are expected to have a solid experience in handling Job related tasks

Strategy Risk Analyst Applicants are expected to have a solid experience in handling Job related tasks

Trading Assistant - Associate - Institutional Equities Division Applicants are expected to have a solid experience in handling Job related tasks

Path to Advice, Client Segments, Associate, Wealth Management Applicants are expected to have a solid experience in handling Client Segments, Associate, Wealth Management related tasks

Senior Associate – Data Quality Risk & Governance Applicants are expected to have a solid experience in handling Job related tasks

Client Relationship Analyst job opportunity at Morgan Stanley.

Saved Jobs

No Job Saved

Other Ai Matches