Morgan Stanley
Financial Services
RegisteredClientRelationshipAnalyst
“Registered Client Relationship Analyst at Morgan Stanley. Skills: Client support, Administrative support, Relationship building. Provide service coverage for a FA/PWA/team. Support the FA/PWA/team in cultivating and enhancing new and existing client relationships”
What You'll Achieve.
Provide exceptional service to our clients; Support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis; Build trusted relationships; Assist clients with their everyday needs; Deliver against their business plan and client service model
Industry & Context.
What They're Looking For.
Must Have
Active Series 7 (GS), and Series 65 (RA), Active Series 7 (GS), and Series 63 (AG) and Series 65 (RA), Active Series 7 (GS), and Series 66 (AG/RA)
Nice to Have
College degree, Two or more years of industry experience
What You'll Do.
Provide service coverage for a FA/PWA/team
Support the FA/PWA/team in cultivating and enhancing new and existing client relationships
Execute money movement transactions
Answer general non-investment related questions concerning client accounts
Enter profile information or pre-fill account documentation
Educate or enroll clients in digital tools
Onboard and maintain client accounts
Provide existing clients with details around their account information
Accept or enter unsolicited orders and/or enter solicited orders
Assist Financial Advisor(s) / team in delivering against their business plan and client service model
Support the Financial Advisor/ team marketing strategy
Assist FAs/PWAs/teams with research relating to investment portfolio holdings
performance reporting
etc. and preparing materials for client meetings
Assist with data entry for key client needs
Remain current on all policies
procedures and new platforms
Participate in firm initiatives
special projects and/or other duties directed by local management
Answer inbound phone calls or make outbound calls with updates on service requests
Manage the calendar including coordinating meetings or events
Maintain travel itineraries
prepare expense reports and manage the reimbursement process
Assist with general in-office support functions
Prepare and submit expense reports for processing
How You'll Work.
Team & Collaboration
Support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis; Collaborate with others; Work alongside the best and the brightest; Teams are relentless collaborators
Communication Scope
Exceptional writing; Interpersonal skills
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