POSITION SUMMARY:

Registered 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, asuccessful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs

DUTIES and RESPONSIBILITIES:

CLIENT SUPPORT

Provide service coverage for a FA/PWA/team including:

Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationshipsExecuting money movement transactions at the request of the client and/or FA/PWA/teamAnswering general non-investment related questions concerning client accounts, including relayingstock positions and providing account balances (e.g., funds due and margin debit)Enter profile information or pre-fill account documentation on client accounts and/or documents ina clerical capacity at the direction of the client and/or FA/PWA/teamEducating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/teamProvide existing clients with details around their account information (e.g., investment objectives,risk tolerance)Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the directionof the FA/PWA/teamAssists Financial Advisor(s) / team in delivering against their business plan and client service modelSupporting the Financial Advisor/ team marketing strategy (e.g, website maintenance)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 approvedsystemsAssist with data entry for key client needs such as new account opening and financial planning at thedirection of the FAs/PWAs/teamsRemaining current on all policies, procedures and new platformsParticipating in firm initiatives (e.g., training or education programs), special projects and/or otherduties directed by local management

ADMINISTRATIVE SUPPORT

Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with Financial Advisor / teams as needed)Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)Maintaining travel itineraries, preparing expense reports and managing the reimbursement processAssisting with general in-office support functions such as copying, filing and scanning documentation Preparing and submitting expense reports for processing at the direction of the FA/PWA

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

POSITION SUMMARY:

Registered 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, asuccessful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs

DUTIES and RESPONSIBILITIES:

CLIENT SUPPORT

Provide service coverage for a FA/PWA/team including:

Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationshipsExecuting money movement transactions at the request of the client and/or FA/PWA/teamAnswering general non-investment related questions concerning client accounts, including relayingstock positions and providing account balances (e.g., funds due and margin debit)Enter profile information or pre-fill account documentation on client accounts and/or documents ina clerical capacity at the direction of the client and/or FA/PWA/teamEducating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/teamProvide existing clients with details around their account information (e.g., investment objectives,risk tolerance)Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the directionof the FA/PWA/teamAssists Financial Advisor(s) / team in delivering against their business plan and client service modelSupporting the Financial Advisor/ team marketing strategy (e.g, website maintenance)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 approvedsystemsAssist with data entry for key client needs such as new account opening and financial planning at thedirection of the FAs/PWAs/teamsRemaining current on all policies, procedures and new platformsParticipating in firm initiatives (e.g., training or education programs), special projects and/or otherduties directed by local management

ADMINISTRATIVE SUPPORT

Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with Financial Advisor / teams as needed)Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)Maintaining travel itineraries, preparing expense reports and managing the reimbursement processAssisting with general in-office support functions such as copying, filing and scanning documentation Preparing and submitting expense reports for processing at the direction of the FA/PWA

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

High School Diploma/Equivalency College degree preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred

Knowledge/Skills

Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts 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 multitask Goal oriented, self-motivated and results driven

Reports To:

Business Service Officer

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

High School Diploma/Equivalency College degree preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred

Knowledge/Skills

Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts 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 multitask Goal oriented, self-motivated and results driven

Reports To:

Business Service Officerfalse