Client Relationship Analyst at Morgan Stanley

West Conshohocken, Pennsylvania, United States -

Full Time

Start Date

Immediate

Expiry Date

11 Feb, 26

Salary

0.0

Posted On

13 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Support, Financial Strategies, Client Relationships, Performance Reports, Account Management, Organizational Skills, Team Collaboration, Communication, Detail Oriented, Self-Motivated, Results Driven, Microsoft Office, Training Participation, Administrative Duties, Problem Solving, Documentation

Industry

Financial Services

Description

CLIENT SUPPORT Assists Financial Advisors / Private Wealth Advisors in the development of financial and investment strategies that aim to address each client's specific goals and concerns Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance, and making sure key information and documentation remains current Partners with the team to prepare performance reports and other data for clients, that may involve account performance, investment portfolio holdings, and generating quarterly investment performance monitors Confirm authorization and authenticate client when processing requests Onboard and maintain client accounts, including collecting client information and required documentation, processing money movement transactions as an example Review and take appropriate action on client account alerts Supports the team by organizing and arranging client/prospect data, preparing financial plans, client reports, and other materials for client meetings Assists the team with the designing and producing of strategy reports and other types of communications for Financial Advisors / Private Wealth Advisors to use with clients and prospects as part of the overall marketing initiative Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls Perform administrative duties that support Financial Advisors / Private Wealth Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance Proactively participate in firm initiatives directed by local management High School Diploma/Equivalency Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Strong computer skills and knowledge of Microsoft Office products Detail orientated with superior organizational skills and ability to prioritize tasks Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Goal oriented, self-motivated and results driven Reports to: Business Service Officer 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. 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.

Responsibilities

Assist Financial Advisors in developing financial strategies and enhance client relationships through active communication. Process client requests, prepare performance reports, and support the team with administrative duties.