Integrated Firm: Strategic Client Management - Associate
About The Position
Relationship Management: Act as the primary liaison between financial advisors, investment bankers, and key internal teams to ensure seamless communication and alignment of Integrated Firm goals Strategic Collaboration: Facilitate cross-divisional collaboration and interface regularly with investment bankers, financial advisors, company management, and firm clients, in introducing firmwide capabilities Project Management: Lead and support cross-functional projects aimed at improving operational efficiency, client engagement, and business outcomes Client Advocacy: Represent the needs of the Firm's clients internally, ensuring the full Firm is accessible to serve client needs Data Analysis & Reporting: Analyze client data to identify trends, opportunities, and areas for improvement; prepare reports and presentations for senior management. Maintain various pipelines, group metrics and cross-divisional revenue and asset databases 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 $75,000 and $135,000 per year at the commencement of employment. 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
- Bachelor's degree required plus 1-3 years related industry experience with a general understanding of Investment Banking and Wealth Management product and services
- Strategic thinker with strong analytical and problem solving skills
- Self-starter who will take initiative, learn quickly and work independently
- High level of attention to detail, with excellent written and verbal communication skills
- Team-oriented, with high level of administrative and interpersonal professionalism
- High energy, results orientated and high performer in fast paced environment
- Strong knowledge of the MS Office suite (Excel, Word, PowerPoint)
- Series 7 and 63
Responsibilities
- Act as the primary liaison between financial advisors, investment bankers, and key internal teams to ensure seamless communication and alignment of Integrated Firm goals
- Facilitate cross-divisional collaboration and interface regularly with investment bankers, financial advisors, company management, and firm clients, in introducing firmwide capabilities
- Lead and support cross-functional projects aimed at improving operational efficiency, client engagement, and business outcomes
- Represent the needs of the Firm's clients internally, ensuring the full Firm is accessible to serve client needs
- Analyze client data to identify trends, opportunities, and areas for improvement
- Prepare reports and presentations for senior management.
- Maintain various pipelines, group metrics and cross-divisional revenue and asset databases
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees
