Client Relationship Analyst

Morgan Stanley•Ithaca, NY

7d•$35,360 - $90,000

About The Position

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.

Requirements

High School Diploma/Equivalency
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
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
Applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.

Nice To Haves

College degree preferred
Industry experience is a plus

Responsibilities

Provide service coverage for a FA/PWA/team including supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships.
Execute money movement transactions at the request of the client and/or FA/PWA.
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 FA/PWA.
Educate or enroll 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.
Support the FAs / PWAs / teams’ marketing strategy (e.g., website maintenance).
Assist FAs / PWAs/ teams in delivering against their business plan and client service model.
Remain 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.
Answer inbound phone calls or make outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed).
Manage the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials).
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 FA/PWA.