PWM Client Relationship Analyst
PWM Client Relationship Analyst
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Job Description
POSITION SUMMARY
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 a
successful 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 relationships
Executing money movement transactions at the request of the client and/or FA/PWA
Answering general non-investment related questions concerning client accounts including relaying
stock 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 in
aa clerical capacity at the direction of the client and/or FA/PWA
Educating or enrolling clients in digital tools (e.g. MSOnline eSign eAuthorization)
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 approved
systems
Assist with data entry for key client needs such as new account opening and financial planning at the
direction of the FAs/PWAs/teams
Supporting the FAs / PWAs / teams marketing strategy (e.g. website maintenance)
Assist FAs / PWAs/ teams in delivering against their business plan and client service model
Remaining current on all policies procedures and new platforms
Participating in firm initiatives (e.g. training or education programs) special projects and/or other
duties directed by local management
ADMINISTRATIVE SUPPORT:
Answering inbound phone calls or making outbound calls (e.g. scheduling follow-up calls with
FAs/PWAs/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 process
Assisting with general in-office support functions such as copying filing and scanning documentation
Morgan Stanley
EOE committed to diversifying its workforce.
M/F/D/V
Version: 7/10/2024
Morgan Stanley
Client Relationship Analyst
Job Description
Preparing and submitting expense reports for processing at the direction of the FA/PWA
EDUCATION EXPERIENCE KNOWLEDGE and SKILLS:
Education and/or Experience
High School Diploma/Equivalency
College degree preferred
Industry experience is a plus
Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Knowledge/Skills
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 multi-task
Goal oriented self-motivated and results driven
Reports to:
Business Service Officer
Morgan Stanleys 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).
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. 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. Theres also ample opportunity to move about the business for those who show passion and grit in their work.
Morgan Stanleys 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).
Required Experience:
IC
Employment Type
Full-Time
