Operations - Analyst, Senior Analyst, Associate Client Service - Parametric

Morgan Stanley•Boston, MA

1d•$60,000 - $90,000

About The Position

Support the maintenance of existing client accounts. Assist with team projects and initiatives. Establish familiarity with internal systems to respond to client requests - asset values, status updates, tax efficiency, account performance, etc. Support the coordination of responses to client requests by liaising with internal teams, and utilizing internal resources for information, paperwork, transition analyses, etc. Support the termination of client accounts as requested. Establish working relationships with Distribution and other internal teams on existing client relationships. Establish working relationships with external contacts for new accounts and activity for existing clients. Gain proficiency and understanding of the channel guides and team policies and procedures in order to mitigate risk. Assist with coverage when team members are out and cross-train to ensure coverage. Support the provision/refreshing of portfolio analyses with existing clients. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they 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. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. 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 https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $60,000 and $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term 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.

Requirements

4-year degree, preferably in related discipline such as economics, finance, marketing, or hospitality; work experience in lieu of degree will be considered.
0-4+ years proven experience working with financial services advisors / money managers.
Relationship-building skills and ability to thrive in a team environment.
Keen interest in and understanding of investment products and financial instruments such as equities and fixed income.
Established communication skills - both internally/externally in written/oral/auditory essential.
Familiarity with MS Office and the ability to learn additional internal/ external software programs.
Resourcefulness, problem solving, and organization (ability to prioritize effectively)
Willingness to work in fast-paced environment with hourly deadlines with attention to detail.
Flexible, willing, and able to work long hours as needed.

Nice To Haves

Introductory experience with registered investment advisors (RIAs), the Family Office community, separate accounts, unified managed accounts (UMAs), tax-efficient products, and/or indexes a plus.

Responsibilities

Support the maintenance of existing client accounts.
Assist with team projects and initiatives.
Establish familiarity with internal systems to respond to client requests - asset values, status updates, tax efficiency, account performance, etc.
Support the coordination of responses to client requests by liaising with internal teams, and utilizing internal resources for information, paperwork, transition analyses, etc.
Support the termination of client accounts as requested.
Establish working relationships with Distribution and other internal teams on existing client relationships.
Establish working relationships with external contacts for new accounts and activity for existing clients.
Gain proficiency and understanding of the channel guides and team policies and procedures in order to mitigate risk.
Assist with coverage when team members are out and cross-train to ensure coverage.
Support the provision/refreshing of portfolio analyses with existing clients.